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The more important an event, the more resistant it is to a simple, single, widely-accepted explanation

Brian Portnoy is the co-founder of Shaping Wealth, a Chicago-based firm that educates and trains financial advisors, companies and investors on behavioral finance concepts. He has held senior investment and education roles in the hedge fund and mutual fund industries and earned a Ph.D. in International Political Economy at the University of Chicago. An expert on the psychology of money, he is the author of The Geometry of Wealth.

Chad Witcher is chief operations officer at Synergi Partners.

Regional bank shares slumped, dragging down the broader market, after Treasury Secretary Janet Yellen's comments and as Federal Reserve Chair Jerome Powell said he's prepared to keep raising rates until inflation shows signs of cooling.

Bigger, better, faster is a label all giant companies want, especially in the hyper-competitive space of managing money for wealthy clients.

The average American will only have 78% of the income they'll need in their golden years, according to a new study from Fidelity.

Cetera director of regulatory affairs sees Reg BI as a key way to preserve investor choices.

A 22-year veteran broker is headed to prison for "intentionally preying" on seniors and families of children with special needs, the district attorney says.

SVB acquired Boston Private for $900 million in 2021 as part of its "vision is to be the premier financial partner for the innovation economy." 

Steve Perkins is CIO of Top 100 Firm HoganTaylor LLP, where he provides strategic leadership and is responsible for the planning, implementation and oversight of all firm technology innovation and process improvement initiatives. The inaugural recipient of the "Bridging the Gap in Technology" Award from Boomer Consulting Inc., Perkins is a member of the AICPA, and the Tulsa CIO Forum. He earned a BBA in Finance from Northeastern State University and an MBA from Oklahoma State University, and is also a Green Belt in Lean Six Sigma for CPAs.