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Recruiting female athletic talent can help secure the short- and long-term health of wealth management, writes a Morgan Stanley executive who is a former equestrian.

Doug Marquis joined Zywave in 2018 as chief technology officer, leading the company's innovative R&D functions. Before joining Zywave, he honed his skills for a decade at Accenture, where he led groundbreaking technology initiatives for Global 1000 companies. He also served in executive roles at venture capital-and private equity-backed SaaS companies, such as SAVO, OpinionLab, Local Offer Network, and RiverGlass.

Erin Hines is senior counsel at Chamberlain Hrdlicka, where she is a member of the tax controversy and litigation group. She has extensive experience in all facets of federal tax controversy, including IRS examinations, appeals and litigation. As a prior trial attorney at the U.S. Department of Justice, Tax Division and special trial attorney at the IRS Office of Chief Counsel, Hines has litigated federal tax issues in the U.S. Tax Court, numerous U.S. District Courts and a handful of U.S. Bankruptcy Courts including multiple cases involving promoter penalties and injunctions. 

Ryan Miller is the vice president and senior counsel of innovation policy at the American Bankers Association.

After the SEC approved 11 bitcoin exchange-traded funds in January, clients may have more interest in the asset, but still have plenty of questions and concerns.

Max Bruner is the CEO of Anzen Insurance and is making life easier for retail brokers, carriers, and clients when it comes to executive liability risks. He has a proven track record in building technology companies over the past 10 years across a variety of sectors, from data science and drone hardware to agriculture, consumer auto insurance, and now executive liability.

Max has an extensive background in U.S. agriculture, energy and technology policy. He's been recognized by Forbes on its "30 Under 30" list and was a Harry S. Truman Scholar- awarded by the U.S. government for public service. He is an alumnus of the University of Cambridge and the University of Wisconsin-Madison.

Prathamesh Khedekar is a senior program manager at Creospan, where he leads technology programs for Fortune 100 clients. With a background in Silicon Valley, he has contributed to the launch of AI services across banking, pharmaceutical and technology industries. Previously, as a senior staff engineer at Motorola Solutions, he developed secure communication systems for government agencies in the U.S., U.K. and the Netherlands. He holds a master's in electrical engineering from the University of Southern California. 

The central bank is holding fast to its plan for three rate cuts, even as inflation remains stubborn. But is a soft landing still likely?

The Senate Finance Committee held a hearing to discuss the Biden administration's recently unveiled budget and tax proposals, as tax experts try to predict what will happen after the election.

Some wealth managers see themselves as playing a distinct role in helping investors navigate the treacherous waters of private equity, credit and real estate.