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Bank of America's soon-to-be-released virtual assistant, erica, is being trained to provide personal finance advice.

Traci Mabrey is head of Wealth Solutions at Broadridge.

Low-cost passive index funds and sticking to an asset allocation plan even during a market downturn overcame some common pitfalls.

Stephanie Butler, director of advisory services at Baker Hill

The pro athlete met the adviser through his college business professor, authorities say.

The rep refused to provide the regulator with the documents it requested to investigate the allegations that he stole money from an elderly couple.

The former JP Morgan Private Bank adviser focuses on wealthy Latin American clients.

Matsko, CFP, CRPC, is a co-founder and financial planner affiliated with Retirement Security Centers. He specializes in and is passionate about meeting the financial planning needs of those approaching or having already entered retirement. Matsko is a 26-year MDRT member with 24 Court of the Table and 23 Top of the Table honors.