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Carson Sweet is co-founder and chief technology officer for CloudPassage. As founding CEO, Carson led the team that created Halo, a patented security platform for infrastructure protection and compliance. Carson's information security career spans three decades.

With more focusing on specific client niches, it makes sense to go where the money is.

With more focusing on specific client niches, it makes sense to go where the money is.

Burcham, Ph.D., is a behavioral scientist at Change Healthcare.

For the 33rd consecutive month through December, investors withdrew money from active managers. Last year, passively funds attracted almost $505 billion.

Ex-Goldman Sachs executive stresses advisers need sophisticated tools to compete in a crowded robo market.

As wealth management innovates, the ongoing trend is toward simplicity, transparency and greater value.

Choices are mushrooming in the independent space for top advisors seeking a career change, recruiters say.

The company is basing its pricing on the idea that not all buyers of its iShares products are the same, and the strategy seems to be working.