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Ingrid Tolentino is senior vice president and head of MetLife Legal Plans at MetLife.

Angela Ubias is the co-founder and chief product officer of Common Heir, a sustainable, luxury skincare brand.

Sari Kalin is the assistant director of health and well-being strategy at Liberty Mutual Insurance.

The service is gearing up for a potentially massive tax-enforcement push if Congress passes a plan including $40 billion to expand audits on the wealthy.

These individuals have unique life experiences that shape who they are and planning for their financial goals requires an understanding of their distinct challenges, writes advisor Harry Gittelson.

The giant wealth manager is re-hitting its stride after its best quarterly net gain in advisors in at least two years.

Harry Gittelson has been a Private Client Advisor with J.P. Morgan Wealth Management for 28 years, based in Los Angeles, California. Harry is actively involved in the community, having helped develop programming for the Human Sexuality Collection at Cornell University, One Archives Foundation at The University of Southern California (USC), and the Tools For Tolerance program at The Museum of Tolerance in Los Angeles. He is also a volunteer for The Los Angeles LGBT Center and The Human Rights Campaign. A graduate of Cornell University with a bachelor’s degree in applied economics, he also received his MFA from USC in film production and business.

Advisors will walk a fine line as they reinforce fundamentals while leveraging market and tax-policy uncertainty, says Clayton Bland of CliftonLarsonAllen Wealth.

Here's what you missed in wealth management.

The Internal Revenue Service is focusing on cryptocurrency tax evasion with virtual currencies like Bitcoin and nonfungible tokens, employing data analytics to uncover transactions that crypto users assumed were hidden.