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Barbara Byrne is a vice chairman within the investment bank at Barclays. Based in New York, and with over 35 years of financial services experience, Barbara has been at the forefront of developing and leading longstanding partnerships with some of Barclays’ most important multinational, corporate clients. Responsible for leading cross business teams in delivering the firm’s products and services to those clients, Barbara is the primary architect of several of the firm’s marquee transactions. She has held senior management positions in energy and technology banking groups throughout her career, and has led diverse strategic advisory initiatives across the firm focused on enhancing clients’ global market position.

Additionally, Barbara is chairman of both Barclays’ Americans Citizenship Council, overseeing strategic programs to foster global economic growth and opportunity, and Barclays’ Social Innovation Facility, a cross-business and cross-border resource dedicated to the development of self-sustaining commercial solutions to social challenges. Barbara also serves as an Executive Sponsor for Citizenship and Strategic Events, helping to promote strong engagement in all client interactions.

When it comes to deciding who will take over your practice, advisors must find a "like-minded cultural fit," says CEO Jamie Price.

Health care costs are on the rise and Social Security's cost-of-living adjustment isn't enough to keep up with the rising medical costs.

Kyle Walters, CFP, CPWA, CIMA, is a partner at L&H CPAs and Advisors in Dallas. He is the author of the book, The Personal CFO. Click here for his recent articles and posts. He has been featured in media sources ranging from The Wall Street Journal and Fox TV and The Dallas Morning News to Wealth Management.com.

The practice opted for USA Financial after Jackson National sold National Planning's assets.

John Thompson is a partner in the firm's Atlanta office. His practice focuses on wage and hour law, emphasizing issues relating to minimum wage, overtime, timekeeping, and wage-payment requirements.

Advisory firms need private equity capital, but problematic strings may be attached.

More than $2 trillion of billionaire fortunes will change hands, according to a new study by UBS and PwC.

Planners should ask if and how they ingest the drug when looking for a life insurance policy.

The firm plans to add 1,000 new advisors and $47 billion in net new assets in 2017.