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Even before the collapse of FTX, concerns about cryptocurrency and other risky investments were keeping regulators busy.

The Internal Revenue Service is postponing for a year its requirement for e-commerce platforms, including Venmo, PayPal, Cash App and Etsy, to send tax forms to customers who have transactions of more than $600.

After months of delay, Congress has passed its landmark retirement legislation. Here's what advisors should know about it.

The recruiting and M&A transactions bring another record year to the finish line ahead of an expected slowdown in 2023.

Wealth management firms say they feel increasing pressure to have a great digital experience, and better client insights require better data.

Meghan Shea is Vice President and Head of Strategy and Solutions at New York Life Group Benefit
Solutions where she oversees the Product & Experience, Marketing, Project Management, and
Learning & Development teams. She is responsible for the long-term vision, short-term strategy, and
timely delivery of all products and connected experiences to drive value for NYL GBS clients,
customers, and brokers.

Lee Povey is the CEO and Founder of Maximize Your Potential Coaching, as well as the Co-Founder of Coaches Soul. As a previous elite cycling athlete and Olympic Development Program Coach for USA Cycling, and from coaching hundreds of World, National, and Olympic champions, Lee understands the importance of World-Class leadership. His mission is to empower and support leaders, executives, and elite coaches in achieving their leadership and life goal potential.

LinkedIn Profile: https://www.linkedin.com/in/leepovey/

Drew Niehaus is the managing director at Riveron.

Comments on FINRA proposal question of difficulty of getting meritless customer complaints erased.

The husband-wife creators of financial coaching website The Bemused have plans to expand their company after her departure from Ballentine Partners.