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Jeffrey Dobyns, the president of SageSpring Wealth Partners, says he and his colleagues were looking for greater freedom to make use of technology their clients wanted and needed.

Brian Thorp is founder and CEO of Wealthtender, an online reviews platform designed for SEC compliance.

With over 25 years in the financial services industry, he is applying his experience and passion at Wealthtender to help more people enjoy life with less money stress. 

Annie Chen is a senior specialist of research at Gartner. As part of the Enterprise CFO research team in Gartner's finance practice, she works with functional leaders and their teams to conduct in-depth research of their pressing challenges, surfacing evidenced best practices and practical tools practitioners can put to their own use. Prior to joining Gartner, she worked in the financial services industry, helping financial advisors navigate companies' services.

The wealth management business of the world's largest credit union and its 14 million members opted to choose its own destination after a giant M&A deal.

The incoming Treasury chief will have to reconcile his deficit-reduction plans with the Trump administration's much-anticipated tax cuts.

Ultrahigh net worth families often use extended networks of professionals and advisors — which is precisely what makes their financial data uniquely vulnerable.

Stefani Steinway is the SVP of human resources at Equifax Workforce Solutions.

Kyle Johnson, owner and senior wealth advisor at Link Wealth Strategies, uses tax planning software to help set his firm apart.

The team of three advisors have started a firm called T6 Wealth Management, which will operate out of Morgan Stanley's new offices in Midtown Manhattan.