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Ruth Lee is the founder & CEO of Big Think LLC

Dotan Y. Melech is the CEO of CTrust, a cannabis credit rating and risk monitoring firm.

Financial Planning's upcoming ADVISE AI conference will feature industry-leading experts from firms including Microsoft, Orion and CogniCor who will offer insights on how advisors can use AI to grow their businesses.

Scams targeting individuals aged 60 and older caused over $3.4 billion in losses in 2023 — an increase of approximately 11% from the year prior, according to the FBI.

Schwab vehemently denied allegations that it mishandled clients' uninvested cash, calling the putative class action just the latest in a series of "unsound, copycat lawsuits."

Fines levied by the Wall Street regulator have dwindled in recent years.

Brian Vincent is a principal at Ryan, the largest firm in the world dedicated exclusively to business taxes. He has 20 years of experience in performing transfer pricing, valuation and applied economic consulting services on behalf of corporate tax departments and the international tax and transfer pricing practices of multiple leading law firms.

As the presidential campaign heats up, a tax expert is weighing in with his thoughts about the child tax credit and other proposals.

Wealth management firms are facing scrutiny from investors over their investing choices and missed signs of fraud, in our latest look at the legal issues in wealth management.

Adam Schrom is director of product management at Bloomberg Tax & Accounting.