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The firm received new investments from funds linked to Ritholtz Wealth Management and Mariner Wealth Advisors as RIAs seek to ease their client onboarding.

Industry group warns that the change to employment status criteria could put up further barriers to Americans' obtaining financial planning services.

The renewal of a major clearing and custody contract reflects how the BNY Mellon-owned firm is trying to win business from a burgeoning cast of rivals.

The decision could make bitcoin a major part of more investing portfolios. But after bitcoin, the SEC is likely to move slowly on approving other crypto-tied ETFs.

Julia Khandoshko is CEO at Mind Money, a European investment technology and financial engineering hub.

Khandoshko is a finance industry professional with 10 years of experience in technology and capital markets. Her extensive familiarity with technology applications in financial services is underscored by five years of managing business development initiatives in the IT education sector. This background proved to be a valuable asset when navigating Mind Money's transformation into a financial hub guided by a scientific, data-driven approach. 

Neeraj Baid, founder and CEO, Atlantic Money.

Nicole Cope, director of Ally Invest Advisors, explains the challenges and benefits of working with each generation on their retirement savings, from baby boomers to Gen Z.

Amid a shift in finance to quicker transaction settlement times known as the "T+1 requirement," the chatbot fixes errors and prevents them in the future.

Josh Inglis is the founder and CEO of Propllr, a PR and content marketing firm that helps B2B technology startups build credibility and authority.

The seven states that impose the least on residents have an individual income tax burden of 0.00%.