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More than 60% of registered investment advisory firms force complaints into forums that cost more and may give them fewer rights than FINRA, the regulator said.

Franklin Templeton investing experts discussed key global market trends that could impact portfolios heading into the second half of the year.

New research explores the potential for generative AI to serve as a strong support system for wealth management clients.

Among the respondents who work with financial planners, about 7 out of 10 said they have high hopes for 2023. For those without planners, the figure fell to 42%.

Plus, eMoney gets a new cash management option, Docupace gets a new CFO and the former Skience president starts a new fintech firm.

Patricia J. Goldsmith is Chief Executive Officer of CancerCare. A frequent speaker at national meetings and symposia, Goldsmith was named in 2021 to Forbes Magazine's 50 Over 50 Vision List, honoring women making an impact on society and culture. In 2022, CancerCare published a free Toolkit that helps inform the benefits package design and decision-making process and offers key considerations when  plans  include utilization management.

An AARP study found that the losses amount to tens of billions of dollars each year, with the vast majority going unreported to authorities or the industry.

Alexander Hagerup is co-founder and CEO at Vic.ai, which is pioneering the use of autonomy and intelligence to digitally transform accounting and finance processes to improve productivity, decision-making, and ROI. Alexander is a serial tech entrepreneur with a strong passion for artificial intelligence. Prior to launching Vic.ai, he founded two other technology companies; his most recent venture was funded by Northzone Ventures and later acquired by NASDAQ-listed J2 Global Inc., in 2014.

Mechanics, considerations and planning opportunities for navigating SALT cap workarounds.