The Latest

Gabriel Kaplan of Wealth Habits used to give his virtual assistant around 20 hours per month of work. AI tools in his tech stack have greatly reduced that amount.

Paul Brody is Global Blockchain Leader for EY (Ernst & Young). Under his leadership, EY is established a global presence in the blockchain space with a particular focus on public blockchains, assurance, and business application development in the Ethereum ecosystem. He can be found on X at @pbrody.

Conventional wisdom says that financial advisors choose to work in areas based on factors like the presence of wealthy families. That doesn't seem to be the case in a post-pandemic world.

Brooke Ybarra is senior vice president for Innovation and Strategy at the American Bankers Association.  

The bill would levy a 5% tax on remittances for noncitizens and foreign nationals, on top of a roughly 5% to 10% fee already charged on the payments.

In a consolidating industry, perpetual growth may seem like the only way forward, but financial advisors still have options.

The new rules, set to take effect May 23, will allow CFP applicants to forgo a more intensive review process in certain circumstances.

Industry groups argue a new rule under consideration would give brokerage firms new oversight responsibilities over unaffiliated RIAs — a contention FINRA denies.

The Cincinnati-based bank has partnered with the fintech Trust & Will to make estate planning easy, accessible — and free.

Dana Edwards is focused on designing and developing digital products for the US and UK Simply Business businesses. He has a track record of running product, technology, and data teams using the latest customer-centric, agile practices.
His passion is helping engineers, business teams, product teams, data teams, and enterprises work in a way that produces high quality products for customers. This drives him to create an environment of empowerment and inclusivity.
Dana joined Simply Business in 2022 with an extensive background in financial services. Previously, he held roles as Chief Technology Officer for firms such as PNC Financial Services and MUFG Union Bank. His career started with roles in product and technology development, and academics