The Latest

  • Dan Luthi is a partner at Ignite Spot Accounting Services and adjunct professor of accounting at Utah Valley University.

    April 23
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  • See which firms are paying advisors with $1 million in annual revenue the most.

    April 23
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  • Aneri Jambusaria, among other LPL executives, plans to offer a bevy of support services to advisors of the soon-to-be purchased Commonwealth Financial Network while maintaining its small-firm feel.

    April 22
    Aneri_Jambusaria - credit LPL Financial - shortened image
  • A month into his new job, Triad Wealth Partners' chief technology officer Quin Kilgore is looking to build proprietary platforms and leverage AI tools to more than double the firm's AUM.

    April 22
    Two young seedling plants growing
  • Deven Sanghavi has completed his bachelor's in accounting from the University of Mumbai and a master's in finance from CUNY Baruch College. He brings strong experience in the field of public accounting by having worked at a Big Four firm. He currently is working in an investment firm.

    April 22
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  • RIAs with $4 billion to $10 billion in AUM can turn their size to their advantage by strategically adopting tech products and processes.

    April 22
    Dan Johnson
    F2 Strategy
  • UBS and Janney Montgomery Scott both made changes to compensation for advisors producing at the $600,000 level.

    April 22
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  • Lexi Clarke is the Chief People Officer for Payscale, a SaaS technology firm focusing on compensation management solutions. She has partnered with business leaders on HR and compensation projects at companies like Redfin, Convoy, Boeing and more. Lexi has extensive experience in people-first HR leadership, effectively supporting the growth and scale of the organizations she has been a part of to better attract, develop and retain talent. As the Chief People Officer, she is responsible for integrating compensation, rewards, HR, communication and more. She speaks on behalf of Payscale as both a practitioner and fair pay advocate. Lexi graduated from Muhlenberg College with a bachelor's degree in psychology.

    April 21
  • Shift Technology CEO and Co-founder Jeremy Jawish became acutely aware that fraud detection was one area of the insurance industry that was ripe for disruption while working with a leading global insurance company. There, the seed was planted related to how artificial intelligence and advanced data science could be used to help insurers make better policy and claims decisions, driving positive business outcomes and greater customer satisfaction. Jawish, along with co-founders Eric Sibony and David Durrleman transformed the idea into reality and now insurers around the world trust Shift's AI-native solutions to help them solve some of their biggest challenges.

    April 21
    Headshot of Jeremy Jawish