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Mark Pinsky is president and founder of CDFI Friendly America. He previously served as president and CEO of the Opportunity Finance Network and Current.

Oswaldo Acosta is CEO of City First Enterprises, a Washington, D.C., community Development Financial Institution.

Mike joined Simply Business in April 2018 and is Vice President of Insurance Panel and Partnerships and a member of the US Executive Leadership Team.  In his role, Mike is responsible for driving product growth with new and existing panel insurance carriers as well as expanding Simply Business's distribution reach through strategic partners. Collaborating with insurance carriers, Mike's team helps bring new insurance products to market that benefit business owners while meeting small business customers where they are via distribution partnerships.
Mike brings 20 years of commercial property and casualty experience to Simply Business, having had previous underwriting and distribution roles at Liberty Mutual Insurance.  Mike earned his bachelor's degree in finance from Bentley University in 2003 and his CPCU designation in 2009. Mike resides in the Greater Boston area with his wife and two sons.

Solita Marcelli of UBS discusses wealth management's future, leadership, and why risk management is the heart of the industry.

Oden, the U.S. Head of International Wealth and Private Banking at HSBC, details what her clients are asking about today.

Some financial advisors may still hesitate to get on LinkedIn, Facebook, Instagram, YouTube or TikTok. But experts say growing firms need to be on the social platforms.

Rev. Proc. 2025-32 from the Internal Revenue Service detailed a number of changes, including a rise in the standard deduction to $32,200 for married couples filing jointly.

Wealth management firms are rapidly adopting artificial intelligence to grow their businesses and reduce time spent on administrative work. Amid the AI boom, firms say education has become their top priority.

Though advisors keep heading for the door following the sale of Commonwealth, industry analysts believe LPL Financial can still hit its post-purchase goals for retaining assets and headcount.