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Kevin Wilzbach is the director of technology product management at Wolters Kluwer

Fintech veteran and former Skience president Marc Butler believes by working together, advisors can help develop generative AI that truly works for them.

Michael Sprachman is director of exchange traded solutions for Devexperts, a leading developer of financial solutions for brokers and financial institutions servicing equities, options, mutual funds, fixed income and futures.

Prior to joining Devexperts, he was a product manager for Fidessa's sell-side U.S. trading platform and began his career as an equity trader.

Nate Lenz is CEO and co-founder of Concurrent.

Prior to launching Concurrent, he was vice president of succession planning and acquisitions at Raymond James Financial Services, leading a team that provided support to more than 4,000 independent financial advisors.

Massella Dukuly is the head of workplace strategy and innovation at Charter.

Decisions about which type of repayment plan to use and whether to file jointly or separately carry important implications for borrowers, experts said.

The head of private wealth management in the Americas says he was once skeptical of the idea of the "great wealth transfer." No longer.