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Nancy Bourque is seasoned human resources professional who has successfully lead dynamic organizations to achieve higher levels of employee performance through engagement, organizational development and consistent attention to metric-driven strategies that improve the bottom line.

The firm's decision has advisers and clients questioning the investment policies and maturity of the digital platform.

Gentrie Pool is VP of sales, southwest region for Sterling Administration.

Automated advice can provide efficiency, but it is not going to be for every adviser, says LPL's chief information officer, Victor Fetter.

The acquisition enables Zurich-based GAM to introduce a computer-driven trading system focused on long-only and alternative strategies, the fund manager says.

The reductions will save current investors about $20 million annually, the firm says.

Debt crises, fiscal cliffs and market bubbles will always capture headlines, but are often short lived.

Social media is included in regulatory requirements.

Garvin Jabusch, a former vice president of strategic services at Morgan Stanley Investment Management, is co-founder and CIO of Green Alpha Advisors, an asset management firm based in Boulder, Colo.