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Avery Joshua is a senior manager in consulting solutions at PwC US. She joined the firm in 2010, working with clients on regulatory and compliance issues. In 2020, she joined the CEO Action for Racial Equity Fellowship, where she focused on helping advance transparency and accountability in policing through public policy. She is currently helping clients achieve their business goals by leveraging cloud and digital technologies.

Ayme Zemke is executive vice president of client service at Beehive Strategic Communication.

A retirement plan and wealth practice spanning $1.4 billion displays how independent moves in 2022 are keeping up with or even surpassing those from 2021.

Why industry veterans Christopher J. Asher, Jason D. Cooke and Vincent J. Camarda, charged in separate cases. will go by "defendant" and not "CFP."

The company's CEO offered a rare perspective on what the industry can learn from it.

The strategy has been portrayed as both an essential investing tool and overhyped approach. The reality is somewhere in between.

Emily LeStrange, CFA, CFP®, is the head of Vanguard Personalized Indexing. LeStrange's team is responsible for the strategy, service and distribution of Vanguard's personalized indexing offer for financial advisors.

Prior to her current role, LeStrange was a senior investment director on Vanguard's Manager Oversight and Search team. In this role, she was responsible for the continuous monitoring of a subset of Vanguard's 25 independent active equity investment managers, Vanguard's Equity Index Group and Vanguard's Quantitative Equity Group on behalf of Vanguard's Global Investment Committee and the board of directors. Previously, she held roles in Vanguard's Flagship Services, Investment Management Fintech Strategies and Corporate Strategy groups.

LeStrange earned an MBA from the MIT Sloan School of Management and a bachelor's degree in American Studies and Political Science from the University of Notre Dame. She is a CFA charterholder and is a member of the CFA Society of Philadelphia.

Judging by a recent survey, reports of the classic investment strategy's "death" are greatly exaggerated.

Corey Tucker is the Director of Innovation and Senior Product Manager at commute management platform RideAmigos.

Two RIA acquisitions added $7.7 billion in client assets to the Toronto-based firm's U.S. platform in Q2.