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Rachel Roney is an associate in the Dallas office of the Labor and Employment group at Hunton Andrews Kurth LLP.

Amber M. Rogers is a partner in the Dallas office of the Labor and Employment group at Hunton Andrews Kurth LLP.

The takeover of erstwhile rival Credit Suisse has allowed UBS to scale its business and push for a greater slice of the U.S. wealth management pie.

It's not that most firms lack distinct services and a distinct character. It's that so many are bad at conveying these traits to potential clients.

Financial advice is a crowded field. Experts offer techniques to find new clients and distinguish your business.

In the era of artificial intelligence, clients of all ages and education levels are vulnerable to digital bunco artists. Here's how to help clients protect their investments.

Regulators contend two firms falsely advertised themselves as the first to apply artificial intelligence to investment recommendations.

Amanda Martell is director of human resources for LifeSpeak Inc. She has extensive experience across a range of industries and is skilled in leadership, training and development, and employee relations.

Ellen Choi is the CEO of Edgefield Group, a consultancy that offers services at the intersection of AI, technology, and business transformation to solve Top 500 CPA firms' biggest challenges. She is the Co-Founder and Advisor at Aiwyn, a technology company helping accounting firms streamline their practice management. Aiwyn has been recognized with Forbes 100 Rising Stars, Boomer Visionary Award, and AccountingToday's Award. Her past includes working in Google' Finance team, Stanford engineering, and Harvard MBA. She is a serial entrepreneur with a passion for driving innovation in the accounting profession.

Jonathan Steele is the director of product management at Motus, the mobile workforce solution simplifying the reimbursement and management of all vehicle and device costs through personalized calculations.