In|Vest West 2018 Direct

Nobody likes investment losses, but they do have an upside.

Sharon Anne Kean is a senior product director at Wise, where she manages global product expansion and oversees launches into new markets. In her role, she is focused on growing Wise’s U.S. operations and has led the company's growth in other markets, as well as driven the product team’s hiring strategy.

A recent survey by the Nationwide Retirement Institute details the financial challenges facing the LGBTQ community, and why employers and advisors alike can drive improvement.

It's another sign of the waning power of bonds as safe bets during a time of high inflation.

With two congressional recesses and an election coming up, time is running out.

Speakers at FP’s INVEST Conference explained why recruiting and adoption of new tools loom so large over the future of wealth management.

Steve Boms is the founder of Allon Advocacy, LLC and the executive director of the Financial Data and Technology Association of North America, a trade association representing more than 30 financial technology companies and consumer-permissioned data access platforms in Canada and the United States.

Ric Edelman, Lori Hardwick and investors shaping the industry’s future give financial advisors an insider’s view.

A congressional appropriations committee wants to give the Internal Revenue Service $1 billion more in funding to improve taxpayer service and technology and make the overall tax system fairer.

Matthew S. Adams is a partner with the national law firm Fox Rothschild LLP and co-chair of the firm’s White Collar Criminal Defense and Regulatory Compliance Practice Group. He can be reached at 973-994-7573 or by email at madams@foxrothschild.com.