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Christopher Haigh, founder and CEO of Iconoclastic Capital, isn't afraid to speak his mind — or to change his burgeoning firm's tech stack when necessary.

Teal Henderson is founder and CEO of Bones Investment Group, a private commercial real estate fund focused on wealth preservation and growth for professional athletes.

Kunju Kashalikar is vice president of product management at Pentaho with deep expertise in product development, data management and AI/ML technologies. Kashalikar has a proven track record of delivering products and solutions in the hybrid cloud in data management and Edge, leveraging design thinking.

Americans are searching for financial advisors at record levels, reflecting growing market uncertainty and opportunity for advisors to attract new clients.

Lawmakers introduced two pieces of legislation to completely eliminate taxes on Social Security benefits and extend the premium tax credits for health insurance for one year

Also this week, Wells Fargo recruits from LPL, RBC and TD Private Wealth, and Corient moves overseas in a deal that doubles its AUM.

Even after more than three years of Republican-led attacks against environmental, social and governance investing, the strategy is still "extremely important," according to RBC BlueBay Asset Management.

The technology can sift through large data sets at a rapid clip, which means advisors need to be proactive about documentation, self-examination and implementation of AI as infrastructure.