The Latest

Toussaint Bailey's Uplifting Capital closed its initial product after attracting investments from clients of Corient advisory practices and other RIAs.

Marc Montpas is director of the accountant channel at Rippling.

Eli Gill is the vice president of engineering, product and AI at Paro, an AI-powered marketplace that delivers finance and accounting solutions to businesses through a combination of expert fractional talent, data-driven tools, and guiding insights. He has worked in the AI and machine learning field for over 10 years and served for five years as a limited term lecturer in the subjects of machine learning, data science, and AI at Perdue University.

Surge Ventures has announced the launch of RegVerse, a platform focused on advancing regulatory technology by leveraging artificial intelligence to handle the compliance needs of RIAs and BDs.

Matthew de la Fuente is the CEO of Kyax, a digital asset data subledger and financial reporting engine to enable business, financial audit and transaction reconciliation reporting.

Joe David is the founder of Nephos Group and Myna, the leading global crypto accounting experts, supporting entrepreneurs and business owners to take control of their finances whilst gaining insights into their business and financial operations.

Planners tout advantages of IRAs, equity investing and delaying retirement for clients worried about inflation.

What is digital disruption in 2024? Neesha Hathi, shares how Charles Schwab is taking innovation to the next level in wealth management