The Latest

Jan Peter Ozga is president of Medical Business Exchange, a Washington, D.C. area consulting firm, which has prepared “How Safe is YOUR Hospital?,” a slide presentation available via its website.

Tandra M. Foster is of counsel in Barnes & Thornburg’s Indianapolis office and is a member of the Labor and Employment Law Department. Ms. Foster concentrates her practice on employment law, higher education, regulatory counseling and litigation.

Two strategies for program growth -- increasing headcount vs. making the current staff better-- were on full display at the BISA conference.

High-net-worth and mass-affluent customers have reasons for preferring banks for wealth management, but banks are missing out on both segments.

"Thoughtful" company man Edward O'Brien is permanent replacement for eMoney's outspoken founder Edmond Walters.

Early adopters worked out the kinks – now it’s time for advisors to dive in.

Two veteran advisors overseeing over $210 million left the wirehouse this week to join the independent firm that is affiliated with Raymond James.

Strategies for writing off investment costs; plus knowing the taxes and penalties on Roth IRA withdrawals and tax breaks for college students.

Advisors should address disruptors, rather than ignoring them and risk turning into "disruptees," says Jack Brennan.

There is seemingly endless research on the attitudes of millennials toward banks, but the major takeaway from all of it is that banks can't expect millennials to want to bank only one way.