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Evans is president of Colibri Insurance Services, an employee benefit insurance agency that helps small businesses (up to 100 employees) design and execute comprehensive and cost-effective employee benefit strategies in a dynamic and evolving benefit marketplace. Prior to founding her agency in 2015, Evans served as a vice president in the Employee Benefits division of Leavitt Insurance Services of Los Angeles, part of the Leavitt Group. She has more than 14 years of experience in sales in the insurance and advertising industries. Reach her at (323) 633-2263.

CPAs and lawyers grow weary of cold-calling financial planners seeking referrals.

Barry V. Fortner, Ph.D., is president at ION Solutions, AmerisourceBergen.

When thinking about liquidity, the SEC wants fund companies to do more to ensure that investors can get their money out. In addition, mutual fund companies could be forced to implement swing pricing.

After corporate debt investors suffered through the worst-ever start to a year, some of Wall Street’s biggest money managers and strategists say it’s time to start buying.

Former Merrill Lynch advisors launch a new office with IHT Wealth Management.

To protect themselves from the industry self-regulator's scrutiny of these products, firms should take these actions.

The bank is mostly known for high-end clients but this new effort is focused more on the middle class.

The Tupelo, Miss.-based regional bank generated $5.4 million in fourth-quarter revenue from its wealth management operations, down 9.3% year-over-over.

The Shanghai Index slid more than 6% after outflows from China reached a record $1 trillion last year, more than seven times that of 2014.