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The deal follows a string of acquisitions by prominent private equity firms.

Wyre is also dedicated to changing the way women view money.

Long-term-care insurance could be bought using people's 401(k) funds and should impose no penalty for early withdrawals, say experts at the Bipartisan Policy Center.

Careful choice, effective communication are key for including debt in a client's portfolio

The bank's digital innovation chief has teams working with artificial intelligence to build a banking app you can talk to or text.

Smart beta funds now want to rein the risk of its founding strategies through diversification.

In addition to her executive leadership at the firm, Seitz also helped launch William Blair’s family wealth conference, an educational outreach effort for high-net-worth families.

Augustine is one of the founders of Hanna Global Solutions, a full-service employee benefits firm based in Concord, Calif., a partner firm of United Benefit Advisors. He is an expert in architecting technology-enabled solutions to meet client needs in the area of benefit administration. He is a graduate of Indian Institute of Technology and Indian Institute of Management, India’s premier engineering and management schools.

Angela R. Matney is an attorney with Hirschler Fleischer (Fredericksburg, Va.), who counsels employers on information privacy compliance. She is a Certified Information Privacy Professional (CIPP), and may be reached at (540) 604-2117 or by email at amatney@hf-law.com.

A mix of approaches to gain the attention of ideal prospects, who have learned to ignore typical marketing tactics.