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The duo led a seven-person team in Chicago serving 50 wealthy clients, according to the bank.

The need for more sophistication in fund reporting is higher than ever.

Denise Purtzer is vice president of business development for FuturePay.

Clark, Ph.D., is the founder and CEO of ACI Specialty Benefits, an employee assistance program and provider of work-life, concierge and student assistance program benefits and perks for customers worldwide. Named “Most Admired CEO” by San Diego Business Journal and "Woman of the Year” finalist for San Diego Magazine, Dr. Clark recently founded the International Chair Yoga Association (ICYA.yoga), and has authored numerous works including workplace warfare, women and recovery, and cultural crossroads.

Daniel Andrew is vice president of strategic accounts for Corecentric.

James Waldinger is Founder and CEO of Artivest, a technology-driven investment platform that expands access to alternative investments.

Advizr has attracted more than 400 advisory firms and is close to a new round of funding.

The robo advice firm says it already has a number of customers with more than $10 million each.

The funds' success at asset gathering underlines an increasing interest from retail buyers, in addition to institutional investors.

Long Game uses behavioral economics and the mass popularity of lottery games to redirect lottery spending toward savings.