The Latest

Lindsey Young is the founder of Quiet Wealth, a financial planning and investment management firm that focuses on serving LGBTQ professionals and retirees.

Michael Streit is the president of Ivans. With nearly a decade of experience in private equity operations and an MBA from Harvard Business School.

Rachel Anderika is chief operating officer and chief trust officer of Anchorage Digital Bank, the first federally chartered digital asset bank in the United States. She previously served as a national bank examiner at the Office of the Comptroller of the Currency. She was recognized in 2025 as one of American Banker's Most Powerful Women in Banking.

Paul Blowers is partner and CIO at Plante Moran, where he oversees the firm's strategic technology vision. His deep experience in all aspects of IT strategy and innovation enables him to advise on a wide range of issues, including data analytics, enterprise architecture and large-scale business technology transformation.

Loreene Kemperman, Product Owner at Apex HCM by IRIS, brings over a decade of expertise in payroll regulation and compliance across the U.S., making her a trusted advisor in navigating complex legislative environments and their impact on payroll systems. With a strong background in software validation, testing, and system compliance, she excels in ensuring that SaaS and SAP solutions meet regulatory and functional requirements through thorough testing, user acceptance validation, and traceability to key requirements. Loreene's ability to deliver effective training and documentation, combined with her exceptional technical communication skills, enables companies to remain agile and compliant as regulations and technologies rapidly evolve, particularly in today's dynamic regulatory landscape.

The leading CPA financial planners with over $1 billion in assets under management, from Accounting Today's annual ranking.

JPMorgan wants a judge to overturn the FINRA arbitration award it was hit with after firing one of its brokers over expenses stemming from a Super Bowl-timed client meeting.

From Janus Henderson to independent RIAs, the mid-2026 investing consensus is quietly contrarian: diversify, rebalance, ignore the hype.

Nearly half of unadvised workers and 20% of retirees expect to hire an advisor, according to new research. Plus, many workers erroneously think they are saving.