The Latest

Bryan Cannon has over 25 years of investment and financial planning experience. A portion of his clientele includes high net worth and ultra-high net worth individuals. Bryan is the host of Markets ‘N5, a bi-weekly video series focused on analyzing market trends based on technical analysis.

Bryan’s career covers a diverse range of investment and securities experience ranging from financial and estate planning for high and ultra-high net worth families, as well as senior and partner roles with both the big Wall Street firms and smaller boutique firms.

Apart from his commitment to understanding each client’s unique needs and implementing strategies that preserve and protect their assets and wealth, Bryan still finds time to remain active in his community. He serves on several local boards, coaches youth soccer, is a Boy Scout Leader, and volunteers with local charities, including assisting the Charlotte Men’s Shelter. In his downtime, he enjoys participating in various fitness and sports activities and enjoying quality time with his family mountain biking and whitewater paddling at the US National Whitewater Center located in Charlotte, North Carolina.

Bryan holds a B.S. in communications and business. In 2018, he became a 5 Star Wealth Manager Award winner.

"Despite high valuations and markets being up over 100% since March 2020, we believe markets have more room to run," writes Candice Tse of Goldman Sachs.

Candice is a managing director in the Global Client Business within Goldman Sachs Asset Management, and serves as global head of the Strategic Advisory Solutions team. She focuses on global capital market research, macroeconomic strategy, portfolio construction and client engagement.

Keith Todd Ashley has been arrested, jailed and indicted multiple times in connection to murder, fraud and a fabricated suicide.

Dan Drees serves as the chief growth officer for AvidXchange. He is a fintech expert and industry veteran with more than 25 years of experience helping teams at Fortune 500 companies and financial institutions, such as GE, Bank of America, Ally and Capital One, generate next-level growth. Most recently, he led the fraud and risk solutions business at Fiserv, where he focused on enabling financial institutions and their clients to reduce the cost and complexity associated with fraud and compliance through process automation and the use of next-generation data analytics.

The regulator has charged about 100 other wealth managers with failing to explain 12b-1 fees tied to their mutual fund recommendations.

When companies allow employees to own stock in their retirement plans, real tax benefits can ensue. But there’s much to factor in.

In her new role, Rothschild will oversee product development and help scale the wealthtech’s new business lines.

Corey Schmidt, CPA, is manager of audit innovation at Accountability Plus LLC.

The organization overseeing the most prominent planning certification answers critics who say it’s falling short of its mission.