The Latest

  • Shaun Ertischek, chief compliance officer & general counsel, Cascade Receivables Management.

    January 8
  • In 2023, Financial Planning's op-ed section featured nearly 100 original columns penned by experts across wealth management, from tax pros to tech founders and seemingly everything in between.

    January 8
  • Crypto insiders expect the SEC to announce several key decisions on Jan. 10, which could determine the future of the proposed spot-backed ETF.

    January 8
    A logo sits on the windows of the offices of La Maison du Bitcoin bank in Paris, France.
  • Tax

    Donald Trump plans to make permanent the 2017 individual tax cuts that he enacted as president while keeping corporate tax levels unchanged in an appeal to working and middle class voters should he retake the White House.

    January 8
    trump-donald-2024-campaign.jpg
  • Alternative investments are courting private wealth more and more as insitutional money starts to dry up.

    January 8
  • ​Ron possesses over three decades of experience in the global financial services and technology industries. He currently serves as Chairman and Chief Executive Officer of the Wall Street Blockchain Alliance, the world's leading non-profit trade association promoting the comprehensive adoption of blockchain technology and cryptoassets across global markets.

    Prior to this, Ron served as Chief Executive Officer of DerivaTrust Technologies, a pioneering software and technology firm for financial market participants.

    Ron is the editor and contributing author of the book "Blockchain in Financial Markets and Beyond: Challenges and Applications", published Risk Books, as well as contributing author to "Blockchain & Cryptocurrency Regulation 2019-2022", published annually by Global Legal Insights. He was named to the Top 100 Most Influential People in the Accounting Industry by Accounting Today in 2018 and is the Lead Author for the ISACA Blockchain Framework as well as a member of the ISACA Emerging Technology Advisory Group.

    He is a frequent guest of major media outlets, including Bloomberg Radio, and is a sought-after speaker and writer regarding financial technology and innovation. Ron also serves as an advisor to multiple startups and corporations focused on fintech innovation and blockchain technology.

    January 8
    Ron Quaranta
  • When it comes to artificial intelligence, wealth managers are all in. How will they use it in 2024?

    January 8
  • Doctors face many personal finance challenges, from hefty student loan debt to temptations to overspend. Experts share how to win them as clients.

    January 5
    Pink piggy bank with doctor stethoscope, financial planning and health insurance