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Jonathan spent the first five years of his professional insurance career working as a generalist broker at a traditional firm on Long Island. Intrigued by how to leverage technology in the industry, he joined the Founder Shield team in 2016 and quickly rose to his current leadership role as Managing Director. Jonathan oversees client strategy and communication and has fostered a culture of providing unparalleled service and risk consulting to some of the fastest-growing companies in the world. Outside of work, he can be found on the basketball court and chess board—but not at the same time.

The service announced its annual inflation adjustments, including increases in the standard deduction and changes in tax brackets.

The company that provides services to 107,000 advisors as seen year over year saw increases in assets under management and accounts per advisor.

The release of ChatGPT a year ago prompted banks to hire for AI-related positions and begin testing uses for generative AI, which can summarize documents, write emails and churn out clever responses to users. JPMorgan is hiring and moving more aggressively than most banks.

Officials are looking into the banking giant's anti-money laundering measures with clients outside the U.S.

After hiring a U.S. fine art specialist from the gallery world, the Swiss wirehouse is doubling down on its art-world connections to attract ultrarich Americans.

Citigroup didn't admit any wrongdoing in its settlement of allegations by regulators that employees denied credit cards to people in Southern California suspected of being of Armenian origin.

The bank has seen its balance sheet swell in recent years and this quarter could become the first U.S. bank to reach the $4 trillion mark. Analysts credit it as a well-run institution, but the megabank's growth is sure to play into ongoing debates over big-bank capital rules and "too big to fail."

With interest rates likely to level off, wealth managers who leave their clients in cash could miss out substantial long-term gains.