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The firm says the new platform will make it faster and easier for advisers to find and purchase insurance coverage for their clients.

Automate mundane tasks to concentrate on the personalized service that a client values the most, industry experts say.

Women often have more years of low income—or no income—at some point in their careers.

Peyman S. Zand is a Partner at Pivot Point Consulting, a Vaco company, where he is responsible for strategic services solving healthcare clients’ complex challenges. Currently serving as interim regional CIO for Tenet Healthcare, Zand was previously a member of the University of North Carolina Healthcare System, leading Strategy, Governance, and Program/Project Management.

Though the wirehouse notched impressive wins, Merrill wasn't the only firm to land elite recruits recently.

Jody Holtzman is senior vice president of market innovation at AARP, where he has brought a non-traditional perspective to the field of aging shaped by a 20-year career in strategy, innovation, and organizational change. His Twitter handle is @jholtzman.

Robert Cook said wealth management firms "must do their part."