The Latest

Yext's CEO said his firm could have tried building its own in-house compliance software. Instead, it found exactly what it needed at Hearsay Systems.

Emily Dell is a client engagement manager for DUX, a virtual inspection software company. She has a background working for SaaS startups in client-facing positions.

The payout of nearly $20 million reflects the mixed status of Black representation among financial advisors at the largest wealth management firms.

Crypto backers have amassed a $160 million to bolstering U.S. candidates who favor light-touch regulation of the embattled industry.

Bankers still mostly back Republicans, according to Federal Elections Commission data, but the Biden administration is centering its pitch for support on the economy, regulatory stability and promising higher taxes for the wealthy and corporations.

Samuel Deane is a financial advisor and president of Deane Wealth Management, a registered investment advisor for founders and tech employees.

The wealth management firm specializes in equity compensation, financial planning, investment management and tax planning. After spending some time working in an industry traditionally reserved for wealthy retirees, he realized that he could provide wealth management and financial planning services more efficiently for his generation.

A client plans to leave an inheritance only for their biological children, icing out the adopted ones. Is their financial advisor obligated to help — or speak out?

These issues loom especially large for the LGBTQ client base, which is the focus of a new national initiative launched by financial advisors, lawyers and other professionals.

The terminations come amid a renewed push by firms to haul employees back into the office.

Sources familiar with the case say Nicholas Takahashi's name surfaced on a Wells Fargo website long after he had left to work for a competitor.