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Rick Bushell has served as CTO of HONK Technologies since 2014, where he has overseen the development of HONK’s AI-powered digital roadside assistance and vehicle transport platform. He previously served as CTO of Fonality, a cloud PBX and Voice-over-IP company, and Insightful Solutions, a technology management and consulting firm.

The countdown to the end of the year always comes with gobs of generic tax advice. Maximize 401(k) contributions. Deplete flexible savings accounts. Lock in stock losses to offset capital gains.

Certified financial therapy is riding the pandemic-induced convergence of financial wellness and mental health benefits.

Todd Phillips is an assistant professor at Georgia State University, a fellow with the Roosevelt Institute and a former attorney with the FDIC.

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

Advisors should know the roles each plays in digital asset management.

Investors should ask whether the growing ESG trend and the green energy sector's stock losses this year presents a buying opportunity, writes Earl Carr.

Overall customer satisfaction with wealth management apps is improving but still trails other financial services.

The argument in favor of a formula long supported by advocates gets weaker in light of new data, according to a report by retirement experts.

Diane Schumaker-Krieg is a senior finance executive with over 30 years in leadership roles on Wall Street. She appeared for nine consecutive years on American Banker’s list of the 25 Most Powerful Women in Finance.