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Martin Henley is CEO of mea Platform, which he launched in 2021. With 20+ years spent modernising insurance operations worldwide, Henley has held senior technology posts across the industry, including as group CIO of XL Catlin (now AXA XL). Today, he channels that experience into fusing industry knowhow with AI, steering mea's continued triple digit growth.

The broker-dealer industry's self-regulator warns of risks also related to cryptocurrencies and off-channel communications.

Rafael Loureiro is the co-founder and CEO of Wealth.com, a next-gen estate planning platform for financial advisors.

Before founding Wealth.com, he was CTO at Emailage, a global fraud prevention SaaS startup acquired by LexisNexis Risk Solutions. 

In a case with industry-wide implications, PKS Investments argues that a Utah couple cannot pursue damages against the brokerage through FINRA arbitration.

Study finds that the two large investing firms tend to not support shareholder proposals meant to combat climate change.

From estate, gift and trust work to Social Security maximization and charitable planning, there are a host of offerings firms can work on once the tax return is finished.

The state that imposes the most on residents has an individual income tax burden of 4.72%.

The retirement legislation has several new provisions that tackle student loan debt, emergency savings and retirement benefits for small businesses.