The Latest

A new report from the House Financial Services Committee offers the first ever glimpse into the demographics of the largest fund companies.

Bettina Lipphardt, CPA, is a partner at The Bonadio Group.

Here's what you missed this week in wealth management.

Jeff Haskett is CEO and co-founder of Clarus R+D, a technology company that enables businesses to unlock the value of R&D tax credits for innovation and growth.

Kevin Dehner is EY Americas sustainability tax deputy leader. Based in Cincinnati, he recently returned to EY as a leader in the national sustainability tax practice with more than 23 years of diverse technical and client service experience including eight years as an external auditor and 15 years as tax practitioner working with audit and non-audit clients on public and private company external audits, complex tax accounting and reporting, restatements, tax processes and controls remediation, transaction-related tax matters, and international, federal and state local tax planning. He was previously a shareholder at Clark Schaeffer Hackett and an adjunct professor at the University of Cincinnati, where he developed and taught coursework on business ethics and sustainability.

Vishal Jain is the vice president of wellness strategy and development at Prudential.

Sam Finley is the vice president of benefits at ADP

Advisors and researchers have spent years analyzing the connection between how clients’ wellness affects portfolio decisions. Here’s how far they’ve come, and why learning more is crucial.

Advisors must grasp the nuances of cryptocurrency products to explain them to clients in layperson’s terms.

The ruling may offer hope for Gwen Campbell, who alleges that JPM’s private bank is “poaching” and “siphoning” her celebrity clients’ assets away from her management and paycheck.