The Latest

  • Chairwoman Mary Jo White tells lawmakers that a uniform standard for advisors and broker-dealers remains a priority, but that says it's a long slog.

    April 13
  • Lowell Putnam is co-founder and CEO of Quovo, a data platform providing connectivity for millions of financial accounts. Prior to founding Quovo, Lowell worked in the investment banking division of Lehman Brothers/Barclays. Lowell attended Harvard College and lives in New York City with his wife, Brynn, and his son, George.

    April 13
    Lowell Putnam, co-founder and chief executive of data aggregator Quovo.
  • Ed Friedman is director of strategic relationships at Dynasty Financial Partners. He leads the company's ongoing partnerships with its Dynasty Network advisers.

    April 13
    Ed Friedman Dynasty 4-20-2017
  • Firms can't keep up with the demand for new recruits, which will keep the bigger payouts coming, On Wall Street's annual recruiter panel says.

    April 13
    Thumbnail for Video: Supply and Demand, Why the Big Deals Keep Coming
  • April 13
  • April 13
  • Lisa Hartley is benefits consultant and account manager at BCI Group in Hood River, Ore. She works closely with Northwest employers to turn benefit challenges into solutions, skillfully strategizing employee benefits plans and individual insurance plans.

    April 13
    Lisa Hartley