The Latest

  • Yakir Golan is the CEO and co-founder of Kovrr. He started his career in the Israeli intelligence forces. Following his military service, he acquired multidisciplinary experience in software and hardware design, development and product management. For the past few years, he has focused on bringing cyber risk management solutions based on advanced machine learning and artificial intelligence to the market. Yakir holds a BSc in Electrical Engineering from the Technion, Israel Institute of Technology and an MBA from IE Business School, Madrid, Spain.

    May 15
    Yakir Golan
  • A new study explored the benefits of adding timepieces to portfolios of stocks, bonds and gold.

    May 15
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  • Julienne Y. Joseph is the founder and principal of JYJ Consulting, and is the former Chief of Staff to HUD Secretary Marcia L. Fudge. She previously served as Deputy Assistant Secretary for Single Family Housing.

    May 15
    Julienne Joseph.jpeg
  • Louise Doyle is the visionary co-founder and CEO of needi, a corporate gifting service that uses AI-powered gift-matching technology to connect businesses with the perfect sustainable gifts while supporting local independent businesses. 

    Alongside co-founder Steph Scholes, needi has grown to work with over 150 B2B clients, including high-profile companies like Microsoft, Spotify, and Virgin, generating over £1 million in sales for small businesses.

    May 14
  • The dilemmas from data, client demand and recruiting could provide opportunities for upstarts. Here's how wealth and asset management firms are responding.

    May 14
    A man moves a rook piece on a chess board obscured by the light of the sun in the background, symbolizing the difficulty of a strategic decision
  • A new study from the Center for Retirement Research found that older remote workers are working longer than their in-office counterparts. Financial advisors say the trend offers plenty of benefits, but it isn't without its pitfalls

    May 14
    Older mature middle aged woman using laptop computer sitting at work desk.
  • While recent Financial Planning research found many firms have only a single-digit percentage of their tech budgets allocated to AI, three-quarters of those surveyed said they plan to spend at least somewhat more in the next year.

    May 14
    FP_AI_Virtual_Summit
  • Tax

    Wealthy Americans and business investors are among the big winners while targets of Trump's ire such as immigrants and elite universities were hammered.

    May 14
    Demonstrators dressed as the Monopoly Man outside a House Ways and Means Committee markup of President Donald Trump's tax package in Washington, D.C.
  • Stephanie Miller is SAP's global vice president for finance, risk and quote-to-cash. She has over two decades of experience driving customer success while simultaneously building and leading high-performing teams. She is focused on establishing trusted relationships with finance executives to help them identify, prioritize and deliver on business outcomes.

    May 14
    Stephanie Miller of SAP
  • Tom Madonna is vice president of SAP America's North American industry advisory for services and financial service industries.

    May 14
    Tom Madonna of SAP America