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Envestnet and eMoney Advisor, the two leaders in the financial planning software market, have struggled to maintain their market share over the last two years.

The latest proposed changes tweak criteria that would disqualify firms from having 'residential supervisory locations.'

Now in her 27th year with ADP, Amy joined the HR organization in 2012 to lead the Flexible Work Arrangements program. Her work includes all aspects from policy to technology to engagement to supporting the associates and leaders.

Boston Consulting Group offered financial advisors some business levers to consider in response to the worldwide impact of slumping stocks and bonds last year.

Mike Sha is CEO and Co-founder, SigFig. Previously, he held senior roles at Amazon where he launched and built the Amazon Visa Card into one of the fastest growing consumer loyalty
cards in history. He was also one of the original inventors of Amazon's Prime program.

Brian has over twenty years of experience in direct-to-consumer and affinity sales of financial products. Receiving his degree from The University of Michigan in 2000, Brian began his career as a mortgage banker at Quicken Loans (now Rocket Mortgage). Brian worked his way to an executive leadership position at the company, as well as National General Insurance, where he has always driven both company, community, and personal growth. In addition to being an insurance industry expert and dedicated pet enthusiast, he is passionate about company culture and the creation of inspiring workplace environments. Brian lives in the Cleveland-area with his wife, two daughters, and their chocolate Lab, JoJo.

Around three in five women breadwinners said financial professionals have wrongly assumed their partner is the primary earner, according to a new UBS report.

The regulator's court victory wraps up years of litigation against a financial planner accused of defrauding at least nine clients of more than $1 million.

As deal volumes pick back up from the lower numbers late last year, a lawyer advising sellers says that negotiations are getting longer and more complex.

Michael C. Macchiarola is CEO of Olden Lane Inc., and its subsidiary, Olden Lane Securities LLC, in Bridgewater, New Jersey.