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The second generation financial advisor turned fintech founder wants to help advisors get more personal with their clients.

The fintech leaders said standing out in wealth management is all about finding your firm's "secret sauce."

Alex Dontoh is a professor of accounting at the Stern School of Business of New York University, and director of its Master of Science in Accounting program. He holds a Ph.D from New York University, an MBA from the University of California, Berkeley and a BSc in business administration from the University of Ghana.

Chris Danler is vice president of the Central Region at staffing and recruiting firm Aston Carter.

Millennial investors across wealth segments are beginning to work with advisors at a much earlier age than prior generations did, a new Ameriprise study shows. Here's why, and what advisors can do about it.

The West Coast native and industry veteran talks keeping firm culture strong in a remote world.

The $2.4 billion request for the Wall Street regulator would put 1,434 officers on the compliance beat, up 4% from seven years ago.

This tax-code authorized technique allows clients to remove a personal residence from their estate at a significantly reduced gift tax cost.

By paying more now, a young homeowner could be done with his mortgage a few years early. But would it be worth it?

Eric N. Mann is a partner in Neal Gerber Eisenberg's Private Wealth Services practice group. He provides gift, income and charitable planning strategies for high net worth families and business owners both domestically and internationally, and counsels on all aspects of estate and trust administration including gift and estate tax audits.