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FINRA Senior Vice President Gerri Walsh talked about the importance of advisors and financial education as she testified before the Senate Special Committee on Aging.

The time-saving investment management tool also requires a look under the hood to examine the funds inside the portfolios, financial advisors say.

Michael Glotz is the CEO of Strategic Risk Associates.

Clients with a dispute against their advisor are often compelled to pay upfront for arbitration, which is unfair, write attorneys Christine Lazaro and Michael Edmiston.

A 53-year veteran broker who filed a complaint as a client after airline stock values plummeted has received a $595,000 settlement.

The trend shows no sign of slowing down in 2022, but not everyone is convinced the products are good for clients.

The COVID-19 pandemic's resurgence is wreaking havoc on companies' return-to-work plans.

Alex owns the insurance solutions portfolio for Quantexa globally and his focus is on enabling insurance carriers to adopt innovative technologies to maximize business value from data and analytics. He has extensive experience delivering solutions for global organizations including Allianz, RSA, Zurich and AXA.

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.