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“My clients are hard-working young professionals on Wall Street. I don’t have a lot of good news for them,” said Douglas Boneparth, an advisor in New York who counsels people throughout the industry.

David Nunn is head of Braintree Europe.

The need to eliminate complexity, boost transparency and create efficiencies is stronger than ever.

Tired of doing this manually, many turn to solutions that combine the two in one platform.

Dan Sommer is the global lead for Qlik’s market Intelligence program responsible for the supply, demand, macro and micro picture. With more than 15 years’ experience in the IT industry, Dan has previously held the positions of research director, agenda manager and global L\lead for BI and analytics markets at IT research and advisory company Gartner. During the 10 years he spent as an analyst at Gartner, he specialized in markets, trends, competitive landscape evaluations and go-to-market strategies. Dan also managed, chaired and keynoted the 2015 Gartner BI Summit event in London.

When giving cash gifts to grandchildren this holiday season, clients have options that can also help minimize their estate taxes in the future.

Beau Brunson is a senior policy adviser at Consumers’ Research.

Shannon Vincent is a consultant with Xcentric.

The Landmark Group ditched the large firm for Fieldpoint Private, a boutique firm with 28 advisors.