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Zack Boyers is the chairman and chief executive officer of U.S. Bancorp Community Development Corp.

It’s the 14th RIA acquisition for the Canadian asset manager since it entered the U.S. market last year.

What are the most exciting trends in financial technology today, and which startups are poised to win?

Affluent clients can use wealth and retirement strategies to blunt the impact of the administration’s proposals, which include a higher capital gains rate.

Lose the jargon, get more digital and tone down the retirement talk.

Juliet Weissman of New York City's Cornell Tech campus discusses the role of higher education and partnerships in luring startups and their workforces.

Bill Borden is corporate vice president, worldwide financial services at Microsoft.

Gerard Scimeca is an attorney and co-founder, chairman and general counsel of CASE, Consumer Action for a Strong Economy, a free-market oriented consumer advocacy organization.

As wealth managers around the world begin holding customers' digital currencies, the Swiss bank signals it will join in.