Selling to a private equity firm was not the only option the executives at NorthStar Financial Services Group were considering when two of its owners, Michael Miola and Lana Clarke, wanted to sell their shares and retire. NorthStar, the holding c...

Mind the Gap

Clients won’t compare your technology to your competitors. They’ll compare it to Amazon and Apple. The smoothest, most useful and intuitive online experience wins.

What it means to be the “best” alternative.

Do you learn to live with a compensation change or move on?

The following words are all derived in some uniform way from names on Fortune magazine’s list of the 1,000 largest publicly traded companies in 2014. Your challenge is to discover the rule and unscramble the words to derive the names of the...

REP.: Your advisory firm recently acquired an accounting firm. What was behind this decision...

Though the closure rate of FINRA-registered broker/dealers is slowing down, the number of firms is expected to decline from 4,154 at the end of last year to 3,800 by the end of 2016, said David Alsup, founder of Fishbowl Strategies. Regulatory an...

Seasoned executives get to give one piece of advice to their younger selves.