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Dave Reubzaet is director of global advisory and tax lead at the Global Reporting Initiative and leads the global engagement on tax, including the GRI 207 tax-reporting standard.  In this role, he advises and engages with organizations around the globe to advance sustainability in policies, business strategies and reporting and emphasize its importance for sustainable development. He has more than 20 years of international experience in advising corporates and financial institutions on sustainability, from sustainable business strategy to risk management and sustainability reporting. His specialization is in sustainable tax, covering topics like responsible tax investing, good tax governance and tax transparency.

Wealth management's broken career pipeline needs urgent attention as a succession cliff looms, a new Cerulli report says.

Deciding your own salary may sound exciting. But when getting a business off the ground, the pay question can be a delicate balancing act.

The panel's recommendation would also seek comments on the possibility of outsourcing some review functions to third-party firms.

Called "Ester," new AI and machine learning can automate tedious tasks traditionally handled by financial analysts and in-house paralegals.

The Ameriflex Group has been adding advisors and assets without using the kind of M&A deals that often fuel expansion in the industry.

Melissa Bartlett is senior vice president of health policy, The ERISA Industry Committee (ERIC), leading the development of ERIC's health policy and advocacy for its legislative and regulatory priorities at the federal, state and local levels. 

Carin Giuliante is the chair and chief executive officer of Deloitte Tax LLP.

David Tobias serves as the General Manager of Insurance at Nearmap. Previously, he co-founded Betterview, the leading Property Intelligence Platform for P&C insurers, which was acquired by Nearmap in December 2023. David plays a pivotal role in driving the insurance market strategy for the Betterview Platform, enabling insurers to effectively identify and mitigate risk, enhance operational and inspection efficiency, and build a more transparent customer experience throughout the policy lifecycle.

Before founding Betterview, David was instrumental in scaling Research Specialist Incorporated, an insurance loss control company. Under his leadership, the company expanded to conduct over 30,000 inspections annually with a network of more than 500 inspectors across the United States. Research Specialist Incorporated was later acquired by Alpine Intel. A veteran of the insurance industry and property inspection business, Tobias is focused on finding actionable, usable solutions to insurance-specific problems.

The time is ripe to invest in automation, data science and social media to fuel wealth business growth in the digital age.