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The bank team was seeking a place to support its growth in providing boutique 'concierge' services, while maintaining autonomy.

Meredith Hathorn, Municipal Securities Rulemaking Board Chair

Founder, President & CEO of SPLICE Software, Tara Kelly (@TKtechnow), has a passion for enabling clients to engage in a meaningful, Data Driven DialogTM with their customers. As a serial entrepreneur who has developed three companies including one outside the technology field, Tara's expertise is multidimensional but focused on creating businesses that use technology to enhance operations, service and the customer experience.As an open source activist and recognized user experience designer, Tara Kelly served as a board member for the International Board for Voice User Interface Design and the Canadian Cloud Council. In addition to running SPLICE Software, Tara is an advisor for the Special Olympics Toronto, serves on the board of directors for Technology Alberta and is a member of the Entrepreneurs Organization.Recognition for Tara's achievements include Business In Calgary's Leaders of Tomorrow 2014, Bronze Stevie Award winner for Female Entrepreneur of the Year in Canada 2012-14, Profit/Chatelaine W100 2012-14, Profit 500 2013-14, Prairie Finalist for EY Entrepreneur of the Year 2012-13, TechWomen Canada 2013, Calgary's FastestGrowing Companies 2013, Alberta Venture's Fast Growth 50 2012, TechRev Innovation Award 2011, and Western Finalist for the RBC CWEA Award 2011.

The time is ripe to invest in automation, data science and social media to fuel wealth business growth in the digital age.

Investing in AI, working in lockstep with sales and keeping finance execs onboard will fuel profitable growth in the long term.

As college application season begins, advisors can help parents with these two important yet sometimes overlooked financial tools.

A half dozen experts shared advice for financial advisors and clients who are buying, selling or refinancing homes.

Citigroup will pay almost $2 million to settle SEC allegation that two of the bank's brokerages recommended trades to customers without appropriately mailing disclosures to them.

Edward Gottfried is the VP of product at Betterment at Work

Perella Weinberg's self-reporting of violations led to a much smaller fine than those imposed on other firms.