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Bitcoin has risen more than 40% this year following the successful introduction of the exchange traded funds.
March 1 -
RBC Wealth Management is using technology to sift public records for financial or other signals that clients may have come into money or are looking to transfer assets held away.
February 29 -
Canada's largest bank saw record increases in client assets and a healthy jump in its fee-based revenue. So why did its wealth profits drop 27%?
February 29 -
A new GAO study adds more fuel to the research suggesting the agency should be probing more rich households. Tax pros say those efforts will have big implications.
February 29 -
Research from J.D. Power found that bank customers are most concerned about letting AI move money on their behalf or place a barrier between them and their money.
February 29 -
Flora Coleman heads up the global policy and government relations team at Klarna. Before that, she developed the global government relations and social impact team at international money fintech Wise. This follows a decade of senior political advisory work, including three years as a senior legislative advisor to the U.K. Government.
February 29 -
Chris Bennett is a skilled senior leader in risk management technology with over 14 years of direct RMIS experience in client service, sales, and product management. As the Head of Strategy for the Origami Risk core solutions division, Chris is responsible for business development and strategic alliances as well as for delivering new business solutions to insurers, MGAs, TPAs and risk pools. Chris is skilled in both the RMIS and claims administration markets and previously served as Vice President with CS STARS where he was an integral part of the firm's period of rapid growth and high customer satisfaction. For more information on Origami Risk, visithttps://www.origamirisk.com/ .February 29 -
In this flashback to Future Proof, Practice Intel CEO Tom Rieman stops by the Financial Planning booth to talk about his new fintech platform for advisors.
February 29 -
New York Fed chief John Williams says the pace of rate cuts will depend on economic data, not the calendar.
February 29 -
Keri Johnson is a director at
Stout . She has extensive expertise with SEC reporting, GAAP-compliant financials, acquisitions and divestitures, accounting process improvement and ERP system implementations. She specializes in oil and gas accounting as well as in many areas of technical accounting. Prior to joining Stout, she was the chief accounting officer at EAG Inc., where she led a team that provided accounting services to oil and gas clients.February 29













