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Ray Blakney is the CEO of Kairos Venture Studios, which is on a mission to bring a fresh take to online businesses in the Latin American market by launching 12 new businesses in the region each year. He has nearly two decades of business experience that have included starting, growing and leading over a dozen profitable companies along with hundreds of staff from across the U.S. and Latin America. A business coach, mentor and advisor, he is also the creator of the 9 Year Letter Method, a goal-setting system for relationships, financial, health and fun. 

The regulator’s annual industry snapshot and financial report offer a nuanced picture of wealth management’s most significant dividing line.

David Brooks is CEO of Cirrus, a fintech provider of cloud-based document management software.

Blindly following the decades-old industry guideline is dangerous; tapping into 401(k)s if needed while delaying Social Security is smart.

Here's what you missed this week in wealth management.

The compliance inquiry relates to past disclosures around the Intelligent Portfolios product.

Robinhood revealed several new inquiries from state and federal watchdogs as it pushes ahead to sell shares in one of the year’s most anticipated IPOs.

Alan Tyson is the CEO of DATABASICS, a time and expense management solutions provider.

Bradley Bruce, a 30-year veteran, brings the 8th Texas group the firm has added.

Congress introduced bipartisan legislation aimed at changing the estimated tax payment deadlines to a uniform, quarterly schedule.