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Stephen Bielecki is a lawyer at Kleinberg, Kaplan, Wolff & Cohen. His opinions do not necessarily reflect those of his firm.

The industry has resisted the SEC’s Consolidated Audit Trail surveillance system ― dubbed CAT ― in its current form based on cybersecurity concerns.

Broadridge Financial follows Invesco to the Canadian digital advice market.

Mike Massaro is CEO, Flywire. Prior to joining Flywire, he served as Vice President of Corporate Development at Carrier iQ, and held various sales and consulting positions at edocs. Massaro began his career in the technical risk services practice at PricewaterhouseCoopers.

Neha Thethi is an information security analyst at BH Consulting and a member of the Cloud Security Alliance.

Tim Critchley is chief executive officer at Semafone, a data security and compliance solutions firm.

Trent Pettis is an Information management specialist and data protection evangelist at Cynergi IT Consulting.

Retirees who have reached the age of 70 1/2 should take required minimum distributions from tax-deferred accounts, while those who are younger should draw from their taxable accounts.

Wolfe Tone is a partner at Deloitte Tax LLP, and Deloitte Private U.S. Tax leader.

Terri LaRae is tax reform national leader at Deloitte Tax LLP.