The Latest

Todor Penev is SVP, commercial analytics practice leader, Aon.

Janet Faircloth is SVP of the health innovation team at Aon.

Melissa Bailey is a corporate transactional lawyer at Brooks Pierce in Raleigh, North Carolina, where she represents clients in general business and transactional matters, entity formation, securities, and mergers and acquisitions. She can be reached at mbailey@brookspierce.com.

Mark Davidson is a partner at the law firm Brooks Pierce in Greensboro, North Carolina, where he focuses on a variety of business transactions, including mergers and acquisitions, joint ventures, private equity, organization, governance, debt and equity financing, executive compensation, partnership and corporate taxation, and management/ownership succession. He can be reached at mdavidson@brookspierce.com.

The California TAMP's latest financial report includes new milestones for revenue, platform asset and net income.

Client milestones don't take a vacation — and neither does the demand for sound financial advice.

Canadian CI Financial, in rebranding its U.S. wealth business, joins several other industry firms that recently played the renaming game.

Plus, Wealth.com and SigFig welcome new leaders to their teams.

Garcia will take on the task of extending the banking giant's reach in Miami.

As thousands of advisors prepare to join the Schwab family in a month's time, insiders are weighing in on what it means for the industry.