He's pursuing an aggressive growth strategy and learning from past mistakes.
New owners plan more growth for the software service provider.
The chairman and CEO wants to set a better example for his colleagues by not always being the first one in the office and the last to leave.
It helps advisory firms recruit, but employees soon realize it's really not practical to take much more time off than the average worker. ​ 
Brokerage recoups settlement costs from a lawsuit filed by the ex-wife of a former client.
At Balasa Dinverno Foltz, every five years of service earns a four-week sabbatical to 'relax and rejuvenate.'
More advisers are coming to the realization that they no longer need regular face-to-face office meetings with clients and can work remotely from wherever they want.
At 74, Jack Hillis can retire or work till he 'croaks,' knowing his clients will be taken care of.
CFP research report shows nonwhites don't feel welcomed by the financial planning profession.
Within five years, TD Ameritrade report shows client pool will tip toward younger generations.
