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Chris Vignone, managing director of indirect tax at Source Advisors, is a state and local tax specialist who identifies multimillion-dollar tax-saving opportunities for Fortune 1000 companies and implements operational changes for long-term business efficiency.

Sallie Krawcheck helped found Ellevest following prominent roles at Sanford Bernstein, Citigroup and Bank of America.

The 10 largest transitions include deals by LPL and Osaic, hybrid RIAs that received private equity infusions and even a new public offering by a SPAC investor.

Paula Muto M.D. is the founder and CEO, UBERDOC, Inc.

Critics of mandatory arbitration say it can go against investment advisors' fiduciary duty to always do what's best for clients.

The wireshoue plans to have a s setting up an Ultra-High New Worth Plus unit for clients more than $50 million in assets.

Energy investments can be volatile individually, but in many cases the aggregate can be a solid investment.

Petr Marek is the co-founder and CEO of Invoice Home, an invoice-generating platform designed for small businesses, freelancers and entrepreneurs that currently has more than 10 million users worldwide.

Bryan Corbett is president and CEO of the Managed Funds Association, the trade association that represents the alternative asset management industry.