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The team of three advisors have started a firm called T6 Wealth Management, which will operate out of Morgan Stanley's new offices in Midtown Manhattan.

Robert P. Murphy is the chief economist at infineo, which offers digital blockchain-based issuance of whole life insurance policies. He holds a doctorate in economics from New York University.

The megabank is simplifying the management structure of its private bank. Regional leaders will now report directly to Andy Sieg, head of wealth.

They give advisors an opening into deeper conversations with clients, while their clients can express the larger vision behind their hopes for the future.

Citi also announced it had hired Christian Zeinler from UBS to be the head of strategy for Citi Wealth and head of business execution for the private bank.

The ever-changing landscape of artificial intelligence promises new innovations for financial advisors, but it also brings fresh ethical concerns.

The IRS kicked off tax season facing a hiring freeze imposed by President Trump in an executive order and uncertainty over $20 billion in budget cuts.

With over a decade of experience in IT, digital transformation and program management, Kristy Lovegrove currently leads as Group Head of Technology at Pro Global, a role she has held since December 2020. Her expertise spans cloud-based project delivery, hybrid cloud transformations, FCA-compliant rollouts, and advanced data solutions including robotic process automation and full application transformation. 

Alex Astengo is UK country manager for Root and has significant experience working for SaaS platform-based businesses, which offer solutions to insurers, MGAs and brokers. In his role at Root, Alex is developing Root's UK presence with the aim of becoming the go-to platform for insurance businesses intent on growing their digital offering.