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The downgrade shows rising concern about CI's debt, much of it incurred to pay for acquisitions of U.S. registered investment advisory firms.

Brett King is the author of Bank 4.0, the founder of Moven, the host of the world's #1 fintech podcast, "Breaking Banks," and Bank Think's 2012 Innovator of the Year.

Women's wealth is growing faster than ever. But the finance industry is not keeping pace with the wealth transfer, leaving potential clients behind.

Meow and Vesto are two firms that help companies invest idle funds in safe instruments such as Treasury bills.

Tapping a relationship that was around 15 years strong, Sanctuary won a legacy Merrill Lynch team in the competitive market for independent advisors. Here's how it happened, Sanctuary president Vince Fertitta told FP.

As headlines spotlight the disruptive power of artificial intelligence, a pair of experts say that advisors need to double down on being more human than ever.

A new report found more than 542 shareholder resolutions filed on ESG issues as of mid-February in this year's proxy season. But anti-ESG proposals also jumped.

The top Massachusetts securities regulator contends a broker's misdeeds could have been prevented if internal compliance officers had only tried.

Yiannis Gavrielides is the co-founder and CEO of Covve, helping professionals to grow and nurture their contact network. He actively supports entrepreneurship as a partner at Invelopment Partners.

Megan Smith's diverse career journey at SAP spans almost two decades, across multiple lines
of business: from instructional design and training to product management and, for the majority of time, in HR. She has been an HR Business Partner supporting global leaders across sales, engineering, marketing, and product support. In 2018, Megan spent six months conducting two major academic studies for SAP in partnership with Temple University: determining factors that drive innovation culture and discovering how creativity, stress, and engagement are impacted by working in the office vs at home. 

Over the past five years, Megan has been deeply involved as an HR leader in SAP's acquired cloud businesses in North America, the Head of HR for SAP Canada, and in 2022 expanded her
responsibilities to assume the role of Head of HR for SAP North America. Some of Megan's focus as of late has been developing SAP's Flex Work guidelines, D&I tools to develop inclusive
leadership, managing retention in a competitive market, and leading the COVID-19 Vaccination
office entry policy.