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Here's how these three women are advancing financial planning in their communities.

In recent decades, a stubborn savings gap has persisted between white and Black Americans.

More assets, less debt and a new name are among the Canadian asset manager's wealth highlights.

The challenges and opportunities of required Roth contributions are taking a backseat for now to legislative and operational messes from the Secure 2.0 law.

Jonathan Boylan is a 30-year veteran of insurance and financial technology. He is the Chief Technology Officer of FINEOS, a leading provider of Life, Accident and Health insurance solutions to over 60 insurers in North America, EMEA and APAC. In the last 20 years, Jonathan has played a leading role company's growth from a startup to becoming a publicly traded company with over €120m in annual revenue. While leading technology throughout the period, Jonathan took on additional responsibilities to support growth including establishing product management and leading marketing. As such, Jonathan has spent much of his time supporting the acquisition of new customers in new and existing markets, both directly in the sales process and in broader thought leadership. More recently, he worked to select acquisition targets which led to the successful acquisition of Limelight Health and Spraoi by FINEOS. In his spare time Jonathan has volunteered his time to support the Irish Software Association, Tech Ireland, Alexandra College and SciFest.

Tim Urbanowicz, CFA, is the head of research and investment strategy for Innovator Capital Management.

Prior to joining Innovator, he was a senior investment strategist for Northern Trust, serving as a subject matter expert on global markets and portfolio construction. Prior to joining Northern Trust, he served as the director of fixed income ETFs and head capital markets strategist for Invesco.

J.D. Crouch is the CEO and president of the United Service Organizations, a private nonprofit organization dedicated to strengthening America's military service members by keeping them connected to family, home and country throughout their service to the nation.

Popular online brokerage has paid $175 million to resolve recent actions by federal and state regulators.

Maria Tsennykh, Ph.D., is a principal at CLA in New York. She has more than 17 years of experience in valuation, forensics, litigation, investigations and audit, including serving as an expert witness and 11 years at a Big Four firm. In addition, having worked on two continents, she combines her economic, accounting, corporate finance, valuation and investigation backgrounds to advise clients on a variety of complex circumstances in the U.S. and internationally. Her experience includes damages analysis, assessment of corporate governance practices and internal controls, business and intangible assets valuation, and international arbitration advisory. She also regularly directs large-scale financial investigative assignments including forensic accounting investigations, financial fraud investigations, financial reporting investigations, white-collar crime investigations, corporate governance investigations and investigations involving the Foreign Corrupt Practices Act (FCPA).

During the recent banking crisis, both businesses and wealth management clients moved their money out of banks. Commercial deposits have since recovered, but those in wealth accounts continue to decline amid fierce competition from both inside and outside the banking system.