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Eric Marks is a senior director in the financial services practice at business and technology consulting firm West Monroe Partners.

Dr. Thomas is the nation's leading expert and author on the Community Reinvestment Act, or CRA. He has a Ph.D. in business and applied economics and an M.A. in finance from The Wharton School as well as an MBA from the University of Miami and a B.S.B.A. (High Honors) from the University of Florida. Dr. Thomas taught banking and monetary economics at The Wharton School of the University of Pennsylvania for 42 years. He is also a 20-plus year member of the board of directors and chairman of the nominating/corporate governance committee of a community bank. As chairman of the board of trustees and co-founder/founder of two CRA qualified investment impact bond funds since 1999, he has facilitated the deployment of several billions of dollars of community development investments in disadvantaged communities. Dr. Thomas was a recipient of one of the first three awards of excellence from the National Community Reinvestment Coalition, or NCRC, in 1994, the other two awarded to Representative Joe Kennedy and Comptroller of the Currency Eugene Ludwig. As a consultant to both the private and federal sectors, his thought leadership is reflected in today's existing CRA regulations.   

It’s tempting to skip that weekly gathering, but advisory firms may be losing efficiencies if they let them slide, Michael Kitces writes.

Like many financial companies, the brokerage wants to go where customers are. Since that means communicating with them via a third-party platform, it is working through privacy and security issues.

The amount that can be transferred is equivalent to the HSA's annual contribution limit, which is $3,400 for singles and $6,750 for couples.

Tristan Markwell is program manager for data science and advanced analytics for Providence St Joseph Health.

With these latest additions, the regional firm furthers its Southeast expansion.

The move is HighTower's 22nd transaction this year ― making 2017 the firm's busiest year ever.

The three-adviser group joins the regional firm from Oppenheimer & Co.

Doug Duncan is the chief economist at Fannie Mae.