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Mark Hickman is chieff operating officer at WinMagic, a Toronto-based IT security company. Before joining WinMagic in 2010, Hickman worked in software sales for 18 years, including senior sales management positions with Computer Associates (CA), BEA Systems Inc., and RightNow Technologies.

Kayla Matthews is a freelance big data and technology writer.

Planners share how they are finding new revenue streams for their business.

Retirees are likely to have fewer choices when they start shopping around for Medicare Advantage plans during the open-enrollment period that begins October 15.

Ellevest's newest round of funding defies industry expectations about digital advice's viability.

Banks need to re-assign some of their wealth management clients, says Arthur Osman, executive VP, institution services at LPL. This can lower costs, help develop new talent and with the right touch, clients won’t feel disconnected from the bank, he says.

Brad Thies is the founder and president of BARR Advisory, an assurance and advisory firm specializing in cybersecurity, risk management, and compliance.

Amanda Schiavo is an associate editor of Employee Benefit News. Follow her on Twitter at @SchiavoAmanda.

Kristen Hutchens practices securities law at Pickard Djinis and Pisarri LLP in Washington. She formerly was counsel to the U.S. Senate Committee on Banking, Housing, and Urban Affairs.

The broker used the customer's money to buy two apartments in his name, rather than the customer's.