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Shu Chen holds the position of senior professional, statistical analysis as part of the Office of the Chief Economist at CoreLogic. She works with senior economists to provide insights for multiple listing service data and the single-family rent index.

Prior to CoreLogic, Chen was a contributor to the consumer expenditure survey program for the Bureau of Labor Statistics and the credit risk and analytics team at Fannie Mae. She earned her master's degree in statistics from the University of Virginia.

Fifteen of the biggest names in wealth management were ranked on how well their apps and websites accommodate clients.

The new federal regulations will allow, but not require, 401(k) fiduciaries to take environmental, social and governance principles into account.

With $4.4 billion in client assets, the regional institution's wealth program follows mega-recruits including M&T Bank, BMO Harris and others.

Choreo's agreement to buy the wealth management arm of a major accounting firm reflects how CPAs and other tax pros have emerged as a key focus area.

Christopher Hayden, CPA, CMA, CGMA is the managing partner of Hayden Nelson & Yoder, a CPA firm based in Pennsylvania.

The agency aims to hire scores of auditors, but there's a nationwide shortage of accountants.

These drinks won't generate alpha, but they may make the holidays a little more bearable.

In her historic year, Kamila Elliott planted many seeds for improving diversity within, access to and awareness of the financial planning profession, but she says it has a long way to go.