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Stan Smith is founder and CEO of Gradient AI, a provider of customized artificial intelligence solutions for the insurance industry. The company's full-cycle management platforms help improve loss ratios and profitability by predicting underwriting and claims risks with heightened accuracy and reduce quote turnaround times and claim expenses through intelligent automation.

With nearly 30 years of experience growing AI and technology organizations, Stan's leadership has resulted in proven AI solutions that yield solid financial performance for Gradient AI's customer portfolio, as well as improved treatment and outcomes for individuals.

At Future Proof Citywide, Azish Filabi of The American College of Financial Services, outlined the need for firms to be careful with client data and stress-test their infrastructure.

Cory McNeley is a managing director at UHY and leader of the technology innovation service line, which provides digital strategy, technology sourcing, technology automation, digital transformation, and artificial intelligence and machine learning advisory services to strengthen and transform the office of the chief financial officer. Drawing from over 20 years of experience, his expertise spans international operations, manufacturing, defense and aerospace, retail, government and service sectors.

Jan Lynn Owen last served as the first commissioner of the California Department of Financial Protection and Innovation, or DFPI, from 2013 to 2019. Prior to that, she held the commissioner role in California for over 15 years at the Department of Corporations, Department of Financial Institutions and the Department of Business Oversight.

The Internal Revenue Service has released its annual list of the 12 most dangerous tax scams, including a new long-term capital gains credit scam, bad advice on social media, and more.

What are taxpayers currently asking their preparers?

Nasdaq announced its partnership with the crypto exchange as part of an initiative for 24/7 trading that is pending regulatory approval from the SEC.

After an optimistic start to the year, financial advisors' confidence in the economy and other key indicators fell sharply in March as the United States escalated its bombing campaign in Iran.

Analysts warn AI agents could automatically move clients' uninvested cash into money markets and other high-yielding investments, depriving brokerages of one of their most lucrative revenue sources.