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AllianceBernstein, the money manager that oversees about $498 billion, ousted CEO Peter Kraus and more than half of the board in a shake-up.

Jordan has been with Thomson Reuters since October of 2006. He currently serves on the product management team and is responsible for the company's tax compliance products. Jordan’s prior experience within the organization includes several years in technical support — serving as product lead for both UltraTax CS, e-file and training both staff and customers — in addition to time spent in sales. In his spare time, Jordan enjoys spending time with his family, and continues to prepare tax returns for friends and family to maintain perspective on the challenges facing tax practitioners.

Tim Culpan is a technology columnist for Bloomberg Gadfly. He previously covered technology for Bloomberg News.

Karen Lawson is an IEEE senior member and a senior director involved with technology creation, innovation and design for a major U.S. athletic footwear company. She has held various appointments within executive management, from chief architect to VP of technology to executive advisor for various multinational corporations. She blogs as an individual involved with advanced technologies.

The Broker Protocol is just the first step. Those entering the fiduciary world still have to proceed with caution.

Less than two weeks after KKR and Stone Point Capital announced they were buying a majority stake in the RIA aggregator, a new Silicon Valley firm joins as a partner.

The group is led by an industry veteran of almost 40 years.

The partner who first reaches 62 should consider delaying Social Security until the age of 70, and they should continue contributing to the retired spouse’s IRA if possible.

From BlackRock CEO Larry Fink to author Michael Lewis, here are the most thought-provoking remarks made at the asset manager's annual conference.