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A BNY Mellon Wealth Management and Campden Wealth analysis says while the next generation is ready for succession in the family enterprise, family offices don't think they're ready.

Dmitry Gooshchin is the COO and co-founder of EndoTech, an AI trading software company based in Israel. He is a seasoned executive of several successful fintech companies, has a master's in astrophysics and holds the title of "Chess Grandmaster" in correspondence chess.

Keith Ward is Vice President and General Manager of Employer Solutions at Quest Diagnostics. Keith joined Quest Diagnostics, the leading workforce drug testing provider, in 2009. Prior to this role, Keith was Senior Director of Patient Services for Quest's Southwest Region, where he led a 2,000-person phlebotomy services organization. He has an MBA in Health/Health Care Administration/Management from Baylor University and a bachelor's degree from Brigham Young University.

Some funds lost more than 90% this year.

Crypto-world fractures could preview the fate of traditional assets if markets enter phase 2 of a decline in the new year.

Some think planners need to be more forthcoming about how much of their investing work is being entrusted to third parties.

GOP leaders from Florida to Oklahoma are drafting legislation to clamp down on "woke" investing.