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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.

Bill Gimbel is president of LaSalle Benefits, a technology-enabled corporate benefits firm.

As the Americas Insurance Sector Leader for EY’s Strategy and Transactions, Martin advises clients on all issues relating to organic growth strategy and inorganic acquisitions and divestitures. He also has deep experience in organizational structuring and operational integration and separation.

Martin holds an MBA from INSEAD and an MSc in Computer Science from Twente University, The Netherlands.

Geoffrey has over 23 years’ experience serving a mix of entrepreneurial and global clients across multiple subsectors in financial services. He has worked on over 300 transactions advising both corporate and private equity clients in multiple types of transactions, including banking, asset management, FinTech and insurance. Geoffrey is a CPA actively licensed in New York and North Carolina.

The app, available on desktop, iOS and Google, will give users, with a subscription fee, access to all the information they need

The billionaire put into his account pre-IPO shares of Paypal, Facebook and Palantir valued at just $0.001, which then exploded in value.

Aiming for financial goals is helpful when it comes to paying off debt and building strong finances. But how much money is enough to feel affluent?

The newly formed unit comes just weeks after the CEOs of the six biggest U.S. banks were grilled by Congress over ties to cryptocurrencies.