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The robo advisor adds a longstanding tax strategy to its offerings.

Douglas Fritz is the founder of financial services consultancy F2 Strategy. His industry experience includes stints as chief technology officer at First Republic Bank and senior vice president at Wells Fargo Wealth Management Group.

Joseph Daly is COO of North American Payment Processing for Paysafe.

Exchanges are required to begin feeding trading data into the Consolidated Audit Trail on Wednesday.

Alexander Koles is CEO, founder and managing director of Evolve Capital Partners.

Peter Tessin is senior manager, BT Risk and Compliance, at Discover, and a member of the ISACA.

Matthew Guarini is vice president and research director at Forrester Research.

Geeman Yip is chief executive officer at BitTitan, a Washington-based managed services automation provider.

Employees aged 50 and above would no longer be able to make catch-up contributions on a pretax basis to their retirement plans under the Senate version of the GOP tax proposal.