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Neobanks and Fintechs have raised the bar in terms of client experience and expectations, forcing incumbents to break free and innovate. Now they are coming after the next generation, launching next-gen youth-focused offerings. Europe is leading this charge with nearly half of the startups based in the region. With the increased popularity and competition how are these neobanks finding different ways to market and monetize? In this session hear from Taylor Burton, co-founder of Till Financial on why there is a race to capture the next generation and how Fintechs like Till Financial is turning is a popular trend into a profitable business.

Under a new Biden proposal, gifts and transfers would be subject to new scrutiny.

The big asset manager’s acquisition of O’Shaughnessy Asset Management is the latest in a string of similar deals by Wall Street.

The goal of Flourish Crypto is to help advisors treat digital currencies like any other asset class.

The federal government spends more money on tax breaks for retirement savings, which disproportionately benefit the wealthiest, than for any other tax-related expense, writes Alexis Leondis.

Rohit Chopra, a liberal consumer watchdog, was approved as the agency’s director nine months after the Biden administration first announced him as the nominee.

The use of a SLAT to eliminate the risk of changes in the estate and gift tax system can help separate legacy assets from lifetime assets.

Joe Maier, JD, CPA, is senior vice president and director of wealth strategy at Johnson Financial Group, where he specializes in business succession, financial and estate planning, and post-death administration needs.

Virgil Miller is the president of group and individual benefits at Aflac.

Rob Keller is a partner in Washington National Tax, KPMG. He specializes in the taxation of pass-throughs and S corporations and also focuses on tax planning for closely held businesses and their owners. Rob is a frequent lecturer and writer on the taxation of partnerships, S corporations, individuals, trusts and estates.