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James White is a principal strategist at EngageFi.

Thomas Rauschen is Global Industry Lead for CGI's insurance sector, where he helps strengthen the company's role as a trusted partner to insurers worldwide. With 20+ years of leadership experience across financial services, insurance and consulting, he brings deep expertise in strategy execution, business transformation, and operational excellence — guided by a strong focus on technology innovation. Drawing on a global perspective shaped by work across property and casualty, life and health, reinsurance, and brokerage markets, Thomas delivers strategic insights that help clients achieve measurable results.

Treasury Secretary Scott Bessent outlined how Trump accounts could be opened, managed and used for children's savings and future retirement. Here's what advisors should know.

Madhu Nadig is the co-founder and CTO of Flagright, a provider of transaction monitoring and AML compliance software.

Rockefeller becomes the latest firm to benefit from a steady stream of advisor defections from UBS this year.

The IRS Criminal Investigation unit cited its top cases that led to multiyear prison sentences and multimillion-dollar financial settlements for tax crimes.

These are the stories and issues that readers gravitated to in the last year.

Unlike equity investors, who must plan around the 31-day exclusion window, cryptocurrency holders can sell and repurchase in the same session.

Gregory Schneider is general counsel of Hedera Council.

Monetary policy remains the key to the markets. The Federal Open Market Committee predicts one rate cut in 2026, but the panel will get a lot of data before