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Eric Boughner is the chairman of BNY Pennsylvania and regional president of BNY Wealth.

He oversees all client, employee and community activities in Pennsylvania and leads BNY Wealth across the Midwest. He has worked across the financial service industry and joined BNY in 2008 as a portfolio manager in the in the private equity group.

Cinda Collins alleged before a FINRA arbitration panel that RBC fired her in late 2019 in an attempt to "steal much of her book of business without compensating her for it."

Lewis Rinaudo Cohen is the co-chair of the digital assets and emerging technology practice group at Cahill Gordon & Reindel LLP, known as CahillNXT, which focuses on the use of blockchain, crypto assets and tokenization across all aspects of capital markets and all areas of economic activity. Lewis is a frequent public speaker on the topic of blockchain and the financial markets, and has been included for many years as a "Band 1" practitioner by leading independent firm Chambers and Partners USA.

Jason Rozovsky is head of legal at Interop Labs, the initial developer of the Axelar network, the Web3 interoperability platform. Jason has worked in the blockchain space for nearly a decade, having previously been global legal lead for blockchain at Accenture and assistant general counsel at R3, an enterprise blockchain company.

The middle and later stages may have less potential for astronomical returns but still offer advantages for high net worth investors, experts tell FP.

The amount individuals can contribute to 401(k)s in 2025 has increased by $500 to $23,500, but the IRA limit remains $7,000.

RBC Wealth Management pulls wealth teams from Morgan Stanley, and Citi hires a wealth lending head from Goldman Sachs.

Alice Grey Harrison is managing partner of AGH Consulting Group.

Regulators accused the firm of misleading customers about fees and of not being upfront about conflicts of interest with its recommendations of mutual funds, private equity and other investments.

The Federal Reserve began cutting rates in September. The December meeting is its last of 2024. Will the cutting continue, or will there be a pause? Doug Peta, Chief Strategist, U.S. Investment Strategy, at BCA Research, discusses the meeting and future policy.