The Latest

Diane Kennedy, CPA, is head of tax education for Lettuce Financial, strategic tax consultant, founder of USTaxAid.com and best-selling author.

Two former advisors accuse JPMorgan of assigning them to poorer parts of Brooklyn, New York, and allowing their White male colleagues to poach their clients.

Ran Harpaz is founder and CEO of Lettuce Financial, an AI-powered operating system built for solopreneurs.

Ameryn Seibold was tasked with manipulating the Excel data that the subprime auto lender regularly sent to its financiers.

Whitney Stidom is vice president of employer enablement at eHealth, a leading online health insurance marketplace that helps consumers confidently navigate their health benefit decisions. 

FINRA identifies new ways firms and investors are using technology like AI to spot changes in market sentiment and asks the industry to chime in on how finfluencers and others are using social media.

Kim Johnson is the Senior Vice President of Customer at Hi Marley, where she leads the company's customer strategy and ensures that the carrier voice is embedded into the company's product and service offerings. With over 20 years of experience in the insurance industry, Kim has a proven track record in customer experience (CX) strategy, technology, and driving large-scale transformation initiatives. Prior to joining Hi Marley, Kim held senior leadership roles at Liberty Mutual Insurance, where she led CX strategy and managed software product development for servicing and claims. She also spent significant time at Allstate Insurance, working across Technology, Human Resources, and Claims. Kim began her career at Accenture, specializing in change management and consulting for financial services. 

President Trump's signature tax law drew the most headlines, but FP covered the "T" intersection with wealth management from many angles.

Med Yacoub is a marketing director, Tradesk Securities.

Joseph Schmidt is a tax director at Ryan with extensive public accounting and corporate experience and an emphasis on multi-jurisdictional taxation and sustainable tax planning.