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The broker now operates from Ameriprise's independent side, according to the company.

Naureen Hassan says tools in development will make advisers "faster and smarter" in serving clients.

Raven Merlau is an associate in Ice Miller's employee benefits group.

Expanding the fiduciary role of CFPs is a good thing — but the fine print is worth sweating.

David Chung is a director in the New York office of Simon-Kucher & Partners. His consulting work focuses on value management, strategic pricing, and sales optimization.

Rob Viglione is co-founder of ZenCash.

Rahul Singh is president of financial services at HCL Technologies

Kevin Curry is senior vice president and national practice leader at ReedGroup.

For those worried that high valuations guarantee trouble in the markets, data shows pricey equities can get even pricier.