The Latest

The pandemic and strong but volatile stock market triggered many investing biases.

Eric Taussig is Prialto's founder and CEO. He speaks and writes about the future of work, the global workforce, and employee happiness issues. His ideas have been featured on National Public Radio and in places like Huffington Post, Entrepreneur Magazine, and Inc. Magazine.

Over the past 12 months, the financial services industry has tried to confront its diversity issues while at the same time delivering stark reminders of how much work still needs to be done.

While we don’t foresee a rapid increase in yields bloodying the nose of bond markets, we acknowledge that this has happened in the past and investors should be prepared.

The 30-year veteran with tenures at AARP, two professional sports leagues and three large financial firms shares the major industry vendor’s plans.

Imran Syed is a managing director of energy services at Source Advisors and has more than 20 years of experience in sustainability and energy-efficient buildings. He is a registered Professional Engineer, Certified Energy Member, LEED AP, HERS Rater, NGBS Verifier and Energy Star partner.

The people who make up this subjective group of committed professionals are reshaping a fragmented industry and serve a mission that extends beyond annual earnings.

We asked leaders in the field to give us their thoughts on the coming year. Here's what they had to say.

Alex Atwood is a Third Wave-certified coach And co-Founder of Gravy Works.

Despite uncertainty over potential tax increases, there are still some valuable tax-planning moves for the final days of this year.