One custodian is testing the technology in its marketing efforts and anticipates its advisors may — eventually — decide to follow.

As director of AllianceBernstein’s emerging markets debt strategies, Shamaila Khan oversees the management of the platform’s portfolios.

As chief research strategist and portfolio manager at AlphaSimplex, Kathryn Kaminski is involved in the oversight of $6 billion in investment products.

Amid all available career paths, “I think [asset management] just found me," said Julie Genjac, managing director of strategic markets at Hartford Funds.

The firm said earlier this year that it would deepen cost cuts.

The advisors are the newest additions to the firm’s expanding brokerage ranks.

Independent Financial Partners aspires to be a “very, very small agent for change.”

It's vital that planners recognize how women's planning needs are different from men's — while being careful not to lump them into a singular group.

Since joining the firm more than a decade ago, Kristen Capuano says her team has grown five-fold and now "handles all of our performance reporting.”

Shoehorning them into certain categories can lead to bias and crimp firm growth.

An advisor was terminated after accepting money from a brother, who was also a client. Is such a loan allowed?

The switch is the latest in a series of billion-dollar moves so far this year.

These 10 leaders have a lot to say about how women have advanced in the industry over the years.

The 11-person team, which was assisted by Dynasty Financial Partners, was attracted by the raft of technology options in the independent space.

For one of the new hires, the move was about getting back to “a culture of a smaller, more personalized firm.”

The regional BD adds two teams with $373 million in assets.

This year’s winners — including co-founders, managing directors and presidents — have a lot to say about how women have advanced in the industry.

The firm is looking at a range of “different opportunities” for potential wealth management deals, CEO Jim Cracchiolo says.

The company hopes to recruit new advisors by taking a version of its home office tour on the road.

The advisors join from Merrill Lynch, Raymond James, U.S. Bancorp and Investment Professionals.