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The firm's latest recruit has more than three decades of industry experience and previously worked at Wells Fargo Advisors.

The wealth management firm says its digital advice offering is designed for "the sophisticated high-net-worth investor."

Changing the business model for younger clients starts with innovative technology and digital solutions combined with holistic, unbiased, guided advice.

With LPL Financial potentially exploring a sale of itself, we look back at some of the biggest deals over the last few years.

The country's largest IBD is said to be exploring strategic alternatives, which may include shopping itself around for buyers.

Seniors may delay the benefit for increased payout in the future if they have other income sources, they are healthy, or interest rates are high.

Joe DeSantis is responsible for all aspects of the InterSystems HealthShare informatics platform, including software development, product marketing, and business development. He previously headed software development for InterSystems integration technologies.

The independent broker-dealer landed four recruits from Merrill Lynch, Edward Jones, Wunderlich Securities and Ameriprise.

Richard Crone leads Crone Consulting LLC, helping financial institutions, billers, merchants, payment networks, processors, start-ups and investors transform payments from a cost of business to revenue-producing new lines of business.

These kids "are making bad choices, but they don’t realize it because everybody around them is making bad choices, too," says this fee-only adviser who specializes in advising members of the armed services.