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Jack Altman is the CEO of Lattice

Lawrence Levinson is the director and general manager of Wave Advisors at Wave. His team offers tailored, one-to-one accounting and bookkeeping services for small business owners that complement Wave’s digital offerings.

Just 1,275 families paid $9.3 billion in estate tax in 2020, down from $20 billion from nearly 5,500 families in 2018.

As a content creator for Wolters Kluwer’s Professional Market, Hillarie focuses on a wide range of accounting and finance technology space topics. As an accountant who enjoys writing, she brings over a decade of accounting experience to her writing

Four longtime financial planners believe the industry is ready for change. They talked about how to achieve it on the opening day of the CFP Board Center for Financial Planning Diversity Summit and Career Fair.

In sessions at the CFP Board’s annual Diversity Summit, executives, academics and a member of Congress called on more firms to follow Merrill Lynch’s example.

SEC commissioners Allison Herren Lee and Hester Peirce discussed ESG, digital assets, meme stocks and more during the 2021 Financial Markets Quality Conference, hosted by the Center for Financial Markets and Policy at Georgetown University.

Darius Chehrzad is the Chief Commercial Officer at Paytient, a company focused on helping people better access and afford care. Paytient works with employers, partners, brokers, and health systems to provide a healthier way to pay for out-of-pocket care expenses.

Embracing expanded trainings, life-work balance and even remote client-advisor communication is paying unexpected dividends, writes the chairman of Equitable Advisors.

David W. Karr is the chairman of Equitable Advisors and a member of the Equitable Operating Committee. He leads a highly trained and experienced team of financial professionals in leveraging the reach of Equitable Advisors to provide clients with wealth management, insurance, estate and wealth transfer, and executive and corporate benefits services.