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The chairman looks to finalize Reg BI while issuing warnings for advisors on cybersecurity, Brexit and Libor transition.

Ninety million Americans have an adversarial relationship with their finances, says Dee Choubey, CEO and founder of MoneyLion.

William J. Rossi is a partner at Koss Olinger where he began his financial services career in 1997. His areas of expertise are investment management, estate planning, and creating income distribution strategies during retirement.

Wealth management transaction activity will reach a record level for the sixth straight year in 2018, according to one forecast.

Brian Nelson Ford currently serves as the financial well-being executive for SunTrust Banks. Brian is an accomplished and well-respected author, speaker and financial expert. In addi­tion to The 8 Pillars of Financial Greatness, he has authored an award-winning children’s book titled Marshmallows and Bikes – Teaching Children (and Adults) Personal Finance. Brian received bachelor’s degrees in business management and marriage, family and human development. He also received a master’s degree in personal finance. Brian has delivered recent keynote addresses to a number of global Fortune 500 companies, including Home Depot, Havertys, 1-800 Contacts and Delta. In addition, Brian has been widely recognized as one of the foremost experts on the design, implementation and measurement of workplace financial wellness programs.

Brian Nelson is a recognized figure in the Bitcoin and blockchain technology ecosystem. He has presented at numerous industry events across the country on topics ranging from MSB compliance, issues with mass adoption and how blockchain technology is fueling the personal empowerment movement. He also served as a director of the National Money Transmitters Association where he helped develop digital currency initiatives. Brian is also a leading surety bond broker in the money service business space and was the first broker to bring a surety bond solution to digital currency companies. Brian is involved in multiple projects and enjoys helping both financial and non-financial organizations understand how exponential technologies like the blockchain will impact their businesses.

The firm expects the rebranding will provide more leeway to bet against stocks and bonds, which may help it navigate volatile markets.

Nicolas Gilot is Co-CEO of Ultra.

Advisors are overwhelmed by options. Wary of expensive solutions that don’t do what’s promised, firms risk falling behind. Our annual Tech Survey can help.

Erik Vogel is global vice president at HPE Pointnext, Hewlett Packard Enterprise’s future-focused services division focused on creating an optimized end-to-end lifecycle experience – from the core to the cloud to the Intelligent Edge.