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The company's latest rollout furthers its onboarding focus at a time when transitioning legacy assets is crucial.

Amy VanHaren is the Founder & CEO of pumpspotting, a community-driven breastfeeding and pumping support platform that enables companies to offer comprehensive baby-feeding benefits to their employees, customers, and patients. 

Melinda Lucy (formerly Huspen) covers financial technology for American Banker and is based in New York, NY. Previously, she was a business reporting intern with Digital Insurance via the Dow Jones News Fund. She is a graduate of Fordham University with a major in communications/journalism and a minor in business.

CEO Jamie Price and other senior executives revealed the name of the firm that will be home to its current network of eight separate brokerages.

The SEC accused the famed investment management firm of providing a faulty formula to a subadministrator responsible for calculating its fee waivers.

The three financial advisors rebranded as part of the move — one of many fueling the expansion of midsize firms picking up teams from large incumbents.

The co-author of the Robo Report explains why digital DIY options really shine when human advisors are part of the equation.

Annabel Burba is a reporting associate for National Mortgage News.

INVEST 2023 panelists and the latest SEC risk alert suggest the regulator will treat the rule much like one that has cost big Wall Street firms more than $2 billion in fines.

Donna Gambrell was director of the U.S. Department of the Treasury's CDFI Fund from 2007 to 2013. She is currently president and CEO of Appalachian Community Capital, an intermediary and certified CDFI.