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Ina Schwarzenberg is the SVP of people & organization and the head of business development, HR solutions, at Better Decisions Group.

Representatives of the industry argue the changes would fall particularly hard on planners who are authorized to make trades on behalf of clients.

The firm picked up net gains in its ranks of brokers after two years of declines — which also helped it add more than $32 billion in net new assets in the first quarter.

CEO Michael Tiedemann explains why the family office and asset management firm took a different path in an increasingly privately held industry.

Nathan Wallace is a founding principal wealth manager at Savvy Wealth, a digital-first platform for financial advisors that's centered on modernizing human financial advice.

Riskalyze CEO Aaron Klein said rebranding the firm he co-founded in 2011 was like renaming a child, but necessary to reflect what the organization has become.

The New York-based bank struck the deal with lawyers representing about 2,800 female associates and vice-presidents, according to a joint statement from the bank and the plaintiffs' lawyers.

The "everything bubble" was great, but with the Fed predicting a mild recession a different approach is needed to protect historically outsized gains.

Bryan Hubbard is a senior consultant at Patomak Global Partners. He is a former deputy comptroller for public affairs at the Office of the Comptroller of the Currency.

Planner Jennifer McCosley joined the RIA with about $28 billion in assets under advisement across 45 locations.