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Abhishek Shah, Founder and CEO of Testlify. Under his leadership, Testlify has become a pioneer in leveraging AI for talent assessment, emphasizing the synergy between technology and human insights. His commitment to ethical AI practices and passion for nurturing talent positions him as a thought leader, especially amidst new compliances like the New York AI law.

Clients across generations have different expectations of their financial advisors. Here’s how everyone wins.

Eric Woodward is the senior advisor to Socure.

Socure provides digital identity verification and identity fraud prevention. Founded in 2012, the company's mission is to verify 100% of good identities in real time for customers including financial institutions, government agencies and enterprises across all industries.

Prior to Socure, Woodward was engaged in more than a dozen advisory roles — from advising public and private CEOs to senior executives to private equity firms — for digital identity, payments risk and data infrastructure opportunities. Before these advisory positions, Woodward was the group president of Early Warning, a financial institution data consortium, and the parent company of Zelle. During his time at Early Warning, he led the risk services business and initiated the build-out of Zelle's real-time fraud and risk capabilities. Prior to that role, he led the strategy and M&A group at Early Warning.

There's a growing sense of unease among asset managers that companies with conspicuously small tax bills pose a financial liability too big to ignore.

From C-suites down, American finance is quietly reassessing its promises to level the playing field — and, in many cases, rolling them back.

Skyrocketing cryptocurrency prices makes it hard for long-time wealth managers to act their on skepticism and stay out of the market for these risky vehicles.

It's not just good for the planet — socially conscious funds have earned solid returns over the past 10 years. Here are the highest performers.

Stubbornly persistent differences between white and Black households' income and assets present financial advisors with the big-picture implications of their work.

Barry Sommers comes in for high praise amid his firm's attempts to move beyond the banking scandals of its past.