In|Vest 2018 Direct (Premium)

Pedro Suplicy is Director of the Financial Services AI Studio at Globant, where he leads strategic advisory and technology transformation initiatives for financial services and insurance organizations. He has held senior leadership roles at NTT DATA and Accenture and brings over two decades of experience driving strategy, performance improvement, and large-scale transformation. He is based in New York City.

Financial advisors say they are increasing client portfolio allocations to international stocks in the latest Financial Planning survey.

Wealthy parents fear their kids will squander their inheritances. Financial planner Mary Clements Evans solved for that while cementing her firm's future.

With clients expecting more from their estate planning, financial advisors are becoming the go-to source for a plurality of investors, a new survey shows.

Wealth management and tax planning stocks tumbled after Altruist launched an AI tool for tax strategies, stoking investor fears of disruption and fee compression.

Leah Price serves as vice president of the Tinman AI Platform at Better. Previously, she led the Office of Fintech and the Office of the Chief AI Officer at the Federal Housing Finance Agency. Earlier in her career, Leah held leadership roles at Figure Technologies and at Fannie Mae.

A federal judge rejected Stifel's bid to dismiss a FINRA penalty. The firm has paid millions to former clients, with 20 more cases still in the works.

Financial Planning announces its 2026 class of the top 40 most productive employee wealth management brokers under the age of 40.

Financial Planning announces its 2026 class of the top 40 most productive employee brokers under age 40 at regional U.S. firms.