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Advisors should embrace videos and infographics and think about how they're using social media.

Mari Kawawa is co-founder and Chief Financial Officer of Emotomy, a cloud-based wealth management platform, which is a business division of Belvedere Advisors, a registered investment advisor.

Ed Jordan is CFO of Billtrust.

Managers are asking the SEC to relax constraints it imposed on the funds as they become the fastest growing products for investing in equities.

The right debt strategy can help clients make better decisions with capital allocations.

The products protect clients against losses, but significant caveats emerge in the fine print.

Gershon Morgulis has worked at the Nassau County Treasury and on the Public Finance Banking team at FTN Financial.

Despite a sales dropoff, experts forecast growth from product innovation and latent demand.

Richard Gallagher is CEO of Oak Tree Business Systems, Inc.

Doug Bordonaro is chief data evangelist at ThoughtSpot, a business intelligence and big data analytics firm.