Robert Cruz, Vice President, Regulatory & Information Governance, Smarsh

Kim Crawford Goodman was named a finalist for the Female Trailblazer of the Year category

WealthManagement.com Recognizes Top Companies, Execs at 2023 Industry Awards

Five Things to know for Friday: A long-awaited sentencing, and a beloved Blazer returns

Portland tech company brings 240 employees back to its downtown HQ

5 tips to help advisory firms keep off-channel communications compliant

New Regulatory Fines Prove Financial Firms Must Improve Oversight Of Off-Channel Communications

Five Things to know for Friday: A long-awaited sentencing, and a beloved Blazer returns, kind of

Millennials in a Northwestern Mutual study say they turn to flesh-and-blood financial advisors for guidance over all other sources.

By now, you’ve undoubtedly read about the wildly successful launch of Meta’s new alternative to Twitter, Threads. The path to 30 million users within its first 18 hours from launch is staggering.

Each day, wealth management firm executives, home office staff, advisers and everyone in between are sending an increasing number of digital messages to one another, to business partners and clients.

Black CEO Of The Year Shares On Inspiration And Diversity

For Experienced Wealth Management Compliance Professionals, Crypto Always Had Less Value Than Hill Of Magic Beans As we ring in the new year, I have a question for our readers: Would you ever like to be the dumbest smart person in the room?

Leader Board: 32 new Portland-area executives you should know (Q4 2022)

Transitions, Transactions & Promotions: Mercer Acquires Billion Regis As DeVoe Updates M&A Forecast