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Neil brings over 25+ years of business and technical experience in various product and business development roles in technology companies specializing in software solutions for Insurtech, Fintech, Telecoms, Real Estate, Geospatial and Telematics. Neil has held senior management positions in both start-up and corporate entities and is comfortable with merger & acquisition environments. Neil is currently the chief strategy officer for Arturo.ai, a property intelligence company.

The large gift to charity would have helped reduce what Musk has described as the biggest tax bill in US history.

Unlike stocks, digital currencies aren't hit by the wash-sale rule — a major opportunity to turn lemons into lemonade.

The incoming recruits from midsize rival LaSalle St. come as the top IBD sets headcount records and acquires the $40-billion asset Financial Resources Group.

Speakers at the Crypto for Advisors conference said that as crypto questions come up more often, financial advisors need to prepare themselves

Lawyers see many reasons for concern when discussing the asset class with investors, but not enough to avoid talking about it and learning about it.

As interest rates rose and stocks fell over the summer, Americans saw their wealth decline.

The free, two-day digital event features 10 sessions and 30 speakers tackling the burning questions about digital assets that matter most to financial advisors.

Financial Planning's list of movers and shakers in the industry, and what we expect from them in the coming year.

A retired dentist won a huge FINRA arbitration award after accusing his best friend and longtime broker of trading in tech stocks without his consent.