The Latest

A look at how clients may be overreacting to fluctuations.

Lee Horner is CEO of Synzi and is responsible for corporate strategy and development, with an emphasis on revenue growth, product direction and customer satisfaction. Before launching Synzi, Horner was president of Stratus Video Telehealth, president of CareCloud software, and senior vice president of Sage Healthcare.

C. Thomas Howard is the CEO and director of research at AthenaInvest, an asset manager that specializes in using behavioral factors and investor psychology in their investment approach.

Execs see revenue sinking 7% to 20% next year while management is counting on growth of 4% to 6%.

Becky Williams, a registered nurse with hands-on healthcare experience, is the chair of the Health Information Technology/HIPAA Practice Group. A nationally recognized authority on HIPAA and the HITECH Act, Williams focuses her practice on privacy, security, and healthcare regulatory issues. She counsels clients on healthcare privacy and security compliance such as HIPAA, the HITECH Act and their state counterparts.

Effectively applying cost, affordability and value can make an advisory practice hum. Here’s how to unlock the magic combination.

Debra Berlyn is president of consumer policy solutions and leader of Protect My Data

Money from brokers and RIAs accounted for about 50% of Vanguard’s $225 billion in inflows this year.

Prosecutors served a warrant seeking names of employees who opened unauthorized accounts, as well as the bank’s fee structure and a calculation of losses suffered by affected customers.