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For clients looking for investment income, these funds excelled in the first half of 2017.

Rod Piechowski is Senior Director of Healthcare Information Systems at HIMSS.

Five important danger signs that can save advisers a lot of trouble down the road.

Gino Stumpo, CFP, is a senior vice president and wealth management and portfolio manager at UBS Financial Services.

The bank’s attorney who mistakenly released reams of sensitive data about wealthy clients asked a judge to order the records returned and not to be spread any further.

Outlook for faster growth is supporting developing-nation bonds despite the increase in U.S. and European rates over the past year.

Jeanne Boillet is the global assurance innovation leader at EY. She is responsible for focusing on EY’s vision for the audit of the future by redesigning processes, achieving an embedded innovation culture within audit teams and implementing innovative solutions for clients. Jeanne’s main objective is to manage disruption and foster innovation throughout EY’s assurance practice, developing capabilities that improve the audit process for both EY people and clients. With 25 years of experience serving global accounts Jeanne leads the way in implementing robotic process automation, blockchain, data analytics and machine learning to deliver high quality audits and a new client experience.

The digital firm is opening up a new avenue of advice that could be a model for an industry grappling with the challenge of scaling for smaller accounts.