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Ravi Swaminathan is a cofounder and the CEO of TaskHuman, a real-time digital coaching platform that connects each employee, individually, with a global network of coaches over video call in nearly 1,000 topics of daily work and personal life.

Even if they dislike digital assets, wealth planners have a fiduciary duty to understand their confusing and murky tax treatment.

A SIFMA conference panel discussed the issues that are keeping the profession predominantly white and male.

Carson Group adds an executive, the SEC proposes SPAC rules, FINRA is looking for advisory committee members and more.

Tokenization can unlock new hedging and investment opportunities.

Cormac Kinney is the founder and CEO of Diamond Standard, the producer of the world’s first regulator-approved diamond commodities. Diamond Standard is a technology developer, diamond market-maker and commodity producer headquartered in New York City.

Regional ties such as being fans of the Buffalo Bills and Sabres led to the deal, which is being backed by the family office of the teams’ owners.

The enterprise left Kestra for Triad Advisors as part of the largest recruiting addition to the independent wealth manager in years.

We asked what experienced planners wished they knew when they started out. Here's what they had to say.

Mercer, Creative Planning and others made acquisitions. LPL, Ameriprise and Sanctuary, among others, added teams to their ranks.