The Latest

Getting over the mental block toward adoption is part of the challenge in keeping your practice tech-savvy, says Eric Kies, chief compliance officer at Moline, Ill.-based The Planning Center.

The former wirehouse advisor previously generated $1 million in annual revenue, according to RBC.

Blog: Offering a human touch is actually easier with the newest wealth management technology, says Min Zhang of Totum Wealth.

In certain circumstances, a Roth IRA conversion can incur an immediate tax liability – but, fortunately, the decision to a conversion doesn't have to be all or none. A partial Roth conversion is not only permissible – in practice it's often the optimal strategy.

Six executives were recently tapped to lead wealth management and related investment services groups at Associated Bank, BMO Delaware Trust, BNY Mellon, PNC Bank and U.S. Bank. Find out who they are and what their new roles entail.

Simcox is the Practice Leader for Logicalis Healthcare Solutions, the healthcare-focused arm of Logicalis US, an international IT solutions and managed services provider.

Schooler joined Orlando Health in October 2001 as Vice President\/Chief Information Officer. His current areas of responsibility include Information Technology, Telecommunications, Clinical Informatics, BioMedical Engineering, Supply Chain, Retail Pharmacy and a Group Purchasing Organization. Prior to joining Orlando Health, he was the Vice President and CIO for Central Georgia Health System. From 1991 to 1994, Rick served as Director of Systems Integration for the Methodist Hospital of Indiana. His previous employers also include Ameritech, General Dynamics, and Computer Systems Corporation. \n\nRick earned his Masters degree in Business Administration from the University of Indianapolis and his Bachelor of Science degree in Computer Technology from Purdue University. \n\nRick is a member of the following professional organizations: American College of Healthcare Executives (Fellow), College of Healthcare Information Management Executives (Fellow and former Board Member) and the Healthcare Information Management and Systems Society (Senior Member.)\n\nRick serves on the Board of Directors of the Central Florida Regional Health Information Organization (co-Founder and Vice Chairman) and recently served on the Board of Directors for the Health Care Center for the Homeless (Chairman – Orlando). He is also a member of the Industrial Advisory Board for the Purdue University College of Technology (department of Computer and Information Technology,) the KLAS CIO Advisory Board, the Healthcare Informatics magazine Editorial Board and the University of Central Florida Regional Extension Center (REC) advisory board.

Nilesh Chandra is a healthcare expert at PA Consulting Group.

Here are numbers 11 to 25 in On Wall Street's annual ranking of elite young producers at the regional broker-dealers.

Jaeger is BI Developer at NxtTeam, a managed service provider specializing in business intelligence for small to mid-size businesses