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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.

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.

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.

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.

From practice management tips to key planning questions facing ex-servicemembers, a half dozen experts helped FP compile its Veterans Day list.

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.

The policy change is meant to give others in the industry insight into what drives its ethics and compliance decisions.

Suman Bhattacharyya is a business and technology reporter based in Philadelphia

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.