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Jose Morin is vice president of servicing at Brace

Erik Rettig is the senior manager of policy and regulatory affairs at Intuit where he shapes the company's global policy priorities in the self-employed and small business space for QuickBooks. He also drives the company's small business philanthropic strategy and future-of-work engagement. Previously, he worked at Small Business Majority, a small business advocacy organization. Prior to that, he held various positions on political campaigns and Capitol Hill.

Rina Wulfing is the policy and campaigns manager in North America for Wise. Based in New York City, she advocates for policies that further the mission of money without borders: instant, convenient, transparent and eventually free. Prior to Wise, she worked on financial services policy for two members of Congress, most recently for Congressman Denny Heck of Washington State as his chief of staff.

They may be passive, but they're not standing still. These passively managed funds have yielded enormous returns in the past 10 years.

The firm isn't "shelving" its offering – it's waiting for Wall Street to emerge from the worst IPO landscape since 2009.

Serving a single family can be a complex — but profitable — niche.

Greg Sanderson is COO of AlignRx, a pharmacy benefit consultancy that is part of Goodroot, a community of companies reinventing healthcare one system at a time.

The influential organization of fee-only planners is seeking to boost its membership further and take a lead role in the fiduciary debate.

Beth Bafford is vice president, syndications and strategy, at Calvert Impact Capital.

After a longstanding relationship, the New York alternative investments firm buys a chunk of the Swiss bank.