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Artificial intelligence has come a long way. But when it comes to financial advice, studies show clients still prefer the human touch.

The company that provides services to 107,000 advisors posted financial results that meet estimates without breaking new ground.

Karla Booe is chief compliance officer at Zeta.

Matchmaking services offer the promise of lead generation without the hassle of cold calling. But do they deliver?

John Mitchell is the CEO and co-founder of E6.

Thomas M. Chadwick steered older adults into a volatile leveraged real estate product nearly wiped out by the pandemic, according to state regulators.

Chris Farrell, CPA, is co-founder of Liscio Inc. and serves as its chief executive officer. He has more than 25 years of experience in the accounting, finance and software industries. Prior to Liscio, he co-founded and led SpringAhead and Tallie, where he served as CEO. He also served as the chief financial officer of Occam Networks, the Corporate Controller of C-Cube Microsystems and as an auditor for Arthur Andersen. He holds a master's degree in business administration from UCLA's Anderson School of Management and received his CPA license in California. Farrell lives with his wife and son in San Francisco.

Jeff Freeman is the senior vice president of culture at CHG Healthcare.

British banking app Revolut Ltd. will stop offering crypto trading services to US-based customers from September, citing market uncertainty and changes to the local regulatory landscape.

Interest rates, compensation and costs relating to the firm's pending deal to go private tore a hole in the RIA aggregator's earnings for the second quarter.