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Florence Pourchet is CEO of CIB Latin America and head of CSR Americas, BNP Paribas.

Big announcements by Franklin Templeton, TIFIN and CogniCor display why experts see vast potential for artificial intelligence helping — rather than replacing — financial advisors.

Recruiters say the moves show how wirehouses will continue to fight an uphill battle as they struggle to keep experienced teams from moving on in the coming year.

Sarah-Jayne Martin is director of financial automation for Quadient. She has more than 20 years of experience in finance. Prior to Quadient, Martin served as director of order to cash for several large firms, managing global teams. Connect with her on LinkedIn here.

Julie Schieni is vice president financial services at InvoiceCloud. She has over 25 years of experience in insurance and information technology. She has held leadership positions in software companies and property and casualty insurance carriers.

Money manager Brian Heywood has already spent nearly $7 million of his own money to get six ballot initiatives in front of Washington State voters this November, half of them tied directly to taxes.

Many financial planners have yet to incorporate crucial documents like wills and trusts into their service offerings — a potentially costly mistake, writes the CEO of a wealthtech platform.

Arming advisors for the future — one in which humans and machines get along just fine — was on the minds of the two Orion execs.

Gary Eimerman is chief learning officer at Multiverse. Gary is a tested leader in applied learning and, in his role at Multiverse, ensures apprentices have access to a world-leading learning experience that enables them to transform their careers.

The Internal Revenue Service has revised the question it has asked in recent years about income from digital assets such as cryptocurrency on the Form 1040 for individual taxpayers this tax season and added it for the first time to tax forms for estates, trusts, partnerships and C and S corporations.