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Santhosh Kumar Lalgudi is an advanced technology leader in EY US LLP's tax technology and transformation practice. Based in Hoboken, New Jersey, he serves EY finance and tax transformation clients through architecting approaches that leverage technologies such as blockchain, robotics and machine learning. In the past, he has led the technical execution for EY Tax's first blockchain engagement, providing tax advisory and systems implementation support around digital inventory reporting and compliance for a major finTech client. Prior to joining EY in 2017, he served as the CTO of a midsized fintech firm.

Cybersecurity company Cyberarkan used the AI-driven text generator to create a new strain of malware capable of bypassing traditional controls.

Nahal Heydari is a doctoral student in clinical psychology at St. John's University.

In a conversation with industry recruiter Mindy Diamond, the president of Bank of America's legacy wealth management firm shared his thoughts on advisor strategy and said he wanted advisors to integrate more with the rest of the bank.

Wealth management still has a long way to go if it hopes to reflect the nation it serves. But advisors say small steps still move us forward.

Annuities have been booming, but one investor has buyer's remorse. Can — and should — advisors talk her off the ledge?

The fintech startup will donate a free year of its services to members of The Center of Innovation for Diversity, Equity and Inclusion in Finance.

The hands-on role that planners can play in securing securities-based loans demonstrates their value in a number of ways.

Matthew Franks is head of High Net Worth Credit at RBC Wealth Management — US. Before joining RBC, he held various leadership roles in the high net worth division of Morgan Stanley's Private Bank from, most recently as a managing director and head of the ultrahigh net worth sales team.