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Michelle F. Davis is a banking and finance reporter at Bloomberg Business.

Denise Clayton Delahanty has been a partner with Accountabilty Plus LLC for four years focusing on the people side of A&A work. Prior to working for A+, she was a principal at Gallup where she helped organizations engage their employees and customers. Clayton Delahanty's management consulting over 30-plus years helps organizations align what they say to the outside with what they are set up to deliver with the inside. She holds an MBA from Cornell University.

A revocable living trust is one way to reduce their estate taxes, however the law requires clients to sign the document in the presence of the notary.

Jim Marous is an internationally recognized financial industry strategist, speaker, author and the publisher of both the Retail Banking Strategies section of The Financial Brand and the Digital Banking Report. He works with financial institutions worldwide on using customer insight and data to drive results. This includes developing innovative, multichannel solutions for acquisition, engagement, expanding share of wallet and retention. He has helped to successfully launch new products and services as well as build and reinforce existing products and brands. Jim has presented at several SourceMedia conferences in the past, has recently spoken in London, Sydney and Slovakia on innovation in banking and is a regular contributor and recent guest host for the Breaking Banks�broadcast hosted by Brett King.He can be followed on Twitter and LinkedIn.

Christopher Whalen is chairman of Whalen Global Advisors LLC and publishes the Institutional Risk Analyst blog.

Seniors should focus on what they can control — such as their reaction to market volatility and their long-term savings.

Many advisors are seeing a surge in inbound calls, while carefully crafting messages to attract still more.

How do startup executives keep top employees engaged? Even as more work remotely, these firms have found ways to remain connected.

Peg Broadbent's death struck a chord on Wall Street, where thousands of traders deemed essential are still heading into work every day as the pandemic ravages New York City.

Ratings agencies predict major losses for all of the largest BDs, prompting firms to reassess strategies in uncertain times.