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Brian Mistler is a manager at EY's financial services office for blockchain and cryptocurrency.

The global bank is weathering a scandal-tainted year.

Thomas Shea is a tax partner and principal at EY.

Gift tax returns and the wealth transfer strategies they reflect don’t face the same IRS logjams as individual returns.

The advisors felt “some familiarity and also some loyalty” after spending decades affiliated with the wealth manager’s independent brokerage.

The wealth manager has primarily expanded through recruiting and M&A since its last major deal to acquire Hilliard Lyons.

The ETF industry is bringing a surprising twist to hands-off, passive investing.

Alex Dalyac is the co-founder and CEO of Tractable, which develops artificial intelligence for accident and disaster recovery. Working with the largest insurers across the United States, Europe and Asia, Tractable's AI has accelerated accident recovery for hundreds of thousands of households. Prior to Tractable, Alex performed research at Imperial College London, where he led the Computing department’s first industrial application of deep learning. Alex has also been named by Forbes in its Europe 30 Under 30 for Technology and by the FT as one of the UK’s top 100 entrepreneurs.

Brian Strom is the co-founder and CTO of Elevate, a next-generation consumer-directed benefits platform that offers modern, API-driven tax-advantaged benefits experiences (think HSAs, FSAs, HRAs, commuter benefits, and more).

Venture capitalists agree in spirit with an idea floated by the Securities and Exchange Commission that large private companies should divulge more about their finances. But they warn financial services innovation could be stifled if the requirements are too stringent.