The Latest

Ashley Monaco is a professional assistant professor of accounting at Walsh University. She holds CPA and CFE licenses, as well as a master's degree in forensic accounting from Ohio Northern University. Before joining the university, she worked as an auditor for a midsized firm. She also serves as the advisor for the university's accounting club and is actively involved in fostering connections between academia and industry.

LinkedIn still rules for professionals, and newer platforms like Bluesky are on the rise. But is social media even worth the effort for advisors these days?

In Preston Cherry's guide to avoiding the stigmas around money to find what he calls "your financial harmony," he also shares his personal struggles and path to transformation.

Matt Cullina is head of TransUnion's global cyber insurance business.

Raymond James and Merrill also announce recruiting deals, while LPL hires a head of cybersecurity from PayPal.

The passive-investing juggernaut is picking up speed — and it's stirring up fresh angst about the dangers posed by the index-tracking boom across Wall Street.

After partnering with a private equity firm, a new CEO paired emotional intelligence and equity incentives to retain talent and grow the bottom line.

All these topics and more were the subject of the recent webinar, "Morningstar's 2025 Outlook: Investment Strategies for the Year Ahead."

Charles Nerko is team leader for data security litigation at Barclay Damon.

Jennifer des Groseilliers is CEO of The Mather Group, cultivating a collaborative culture through inclusive and supportive leadership.

Previously, she served as CEO of MassMutual Illinois and, following that firm's merger with WestPoint Financial Group, assumed the role of partner and chief experience officer, leading various departments including investments, compliance, practice development and financial planning. Previously, des Groseilliers was managing partner at MetLife's Premier Client Group, leading an advisor force of over 160 financial advisors.