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Leslie M. Norwood is Managing Director and Associate General Counsel of the Securities Industry and Financial Markets Association. She has served the Association or its predecessor organizations for over 10 years. As the Co-Head of the Municipal Securities Division, Ms. Norwood is responsible for the legal, regulatory and market practice initiatives of the Association relating to all municipal securities products.Prior to joining the Association, Ms. Norwood was an Associate in the Corporate and Securities department at Greenberg Traurig. She also spent 6 years as an Associate in the Public Finance department of Sidley Austin LLP (formerly known as Brown & Wood LLP) where she represented bond issuers, borrowers and underwriters in fixed and variable rate transactions; general obligation, subject to appropriation and revenue bond (public power, education, health care and cultural institutions) transactions; and transactions with credit enhancement. Ms. Norwood received a B.A. from the University of California, Berkeley and her J.D. from Boston University School of Law. She is a member of the New York, New Jersey and California Bars.

Terri Kallsen of Rise Growth Partners is currently a member of the CFP Board's board of directors and chair of the finance and investment committee.

Trustworthy, a digital vault for consumers to store and find documents, recently expanded its platform to advisors and financial professionals. Here's what's next for the AI-backed startup.

The latest legal action over the industry's handling of clients' uninvested cash suggests sweeps are a bigger profit generator than most firms let on.

The initial suite of ETF products available on the platform will all be actively managed.

Meanwhile, several top executives at the regulator saw their pay rise in 2023 as compared to the previous year.

Alec Connon is the coalition director of Stop the Money Pipeline.

A traditional focus of organic growth efforts is receding in importance for prospective customers — making a strong online footprint a requirement, experts say.

Amy Gallagher is managing director at UHY Consulting, She leads UHY's Resources Solutions Group in the Southeast and has over two decades of experience in recruitment consulting.