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As we look ahead to fresh innovations in fintech, we should try to reconnect with a deeper, more intentional set of human relationships foundational to our experience of money.
November 10
Belvedere Advisory -
Should a young saver put more in his 401(k) or strike out on his own? The active vs. passive investing debate comes to retirement.
November 9 -
Joe Peiffer is the founder of the national law firm Peiffer Wolf Carr Kane Conway & Wise.
He has represented thousands of investors, is a published author, and is currently the president of
PIABA , a nonprofit international bar association whose members represent investors in disputes with the securities industry.November 9 -
Benjamin Edwards is a professor of law at the William S. Boyd School of Law at the University of Nevada, Las Vegas.
He serves as the current chair for the Section on Securities Regulation for the Association of American Law Schools. His writing has appeared in The Wall Street Journal, The Washington Post, Bloomberg and The Daily Beast.
November 9 -
In a letter, 18 financial services organizations note the Biden Administration had nearly three years to formulate its proposal for retirement advisors. But they get only 60 days to comment.
November 9 -
The wealthtech firm that creates solutions for alternative asset management has attracted support from firms and founders alike, driving its total capital to more than $25 million.
November 9 -
From practice management tips to key planning questions facing ex-servicemembers, a half dozen experts helped FP compile its Veterans Day list.
November 9 -
Souma Basu is a Principal in the Capco US Insurance Practice. He has extensive experience advising financial services and insurance company clients on assessing business and operations challenges, developing strategies, and delivering results. Empowering digital transformation in insurance, he has helped develop leading industry solutions and tools to address underwriting, claims, and customer-centric solutions critical to personal and commercial insurers.
November 9 -
The policy change is meant to give others in the industry insight into what drives its ethics and compliance decisions.
November 9 -
Suman Bhattacharyya is a business and technology reporter based in Philadelphia
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