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Robert A. Westley, CPA/PFS, CFP, is a CPA financial planner based in New York City. He specializes in the financial management and wealth planning needs of high net worth individuals and their families. Robert is an active member of the American Institute of CPAs, the New York State Society of CPAs, the Financial Planning Association, and currently, volunteers on the AICPA’s Personal Financial Specialist Credential Committee.

Devine is part of counsel at Ballard Spahr and focuses on transactional and regulatory issues in the health care industry.

An advisor questions a witness’s qualifications.

One untapped resource is appealing to investors to allocate more of their private wealth to companies with successful gender diversity programs.

Six executives were recently tapped to lead wealth management and related investment services groups at several financial institutions, including Umpqua Bank, U.S. Bank and CUNA Brokerage Services. Find out who they are and what their new roles entail.

Advisors are just one tool in the box.

Jase Wilson is CEO of Neighborly, a San Francisco and New York based fintech startup modernizing access to public finance for issuers and investors

Eric Letsinger is the CEO of Quantified Ventures .

Luciano Franco joined Corporate Synergies in 2007 after more than a decade of underwriting experience with CIGNA. He currently projects pre-renewal estimates and plan costs, participates in rate negotiations, and provides in-depth underwriting guidance to clients.

Smaller brokerages are benefiting in big ways from cutbacks at three of the four largest firms.