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Bryan Bashur is the director of financial policy at Americans for Tax Reform.
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Here's what you missed this week in wealth management.

FINRA Senior Vice President Gerri Walsh talked about the importance of advisors and financial education as she testified before the Senate Special Committee on Aging.

The time-saving investment management tool also requires a look under the hood to examine the funds inside the portfolios, financial advisors say.

Michael Glotz is the CEO of Strategic Risk Associates.

Clients with a dispute against their advisor are often compelled to pay upfront for arbitration, which is unfair, write attorneys Christine Lazaro and Michael Edmiston.

A 53-year veteran broker who filed a complaint as a client after airline stock values plummeted has received a $595,000 settlement.

The trend shows no sign of slowing down in 2022, but not everyone is convinced the products are good for clients.

The COVID-19 pandemic's resurgence is wreaking havoc on companies' return-to-work plans.

Alex owns the insurance solutions portfolio for Quantexa globally and his focus is on enabling insurance carriers to adopt innovative technologies to maximize business value from data and analytics. He has extensive experience delivering solutions for global organizations including Allianz, RSA, Zurich and AXA.