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For financial planners working with digital assets, the key to staying on regulators' good side is to 'disclose, disclose, disclose.'

Here's why unplugging from your devices during the upcoming holidays can help your career, and four other insights from Emma Seppälä, a happiness researcher at Yale.

Experts say you don't have to buy in. But being able to skillfully navigate crypto conversations with clients can help you and your firm cash out.

Planners should start with the basics then take a longer-term view, according to a panel at FP's INVEST: Cryptocurrency for Advisors conference.

Nikkee Rhody, chief of strategy at Central Payments, and Shannon Huether, vice president of project management and implementations, explain how the company tailored every aspect of its hiring practice to make sure it reaches the talented women that other fintechs overlook.

A new Morningstar report says seniors can safely withdraw up to 3.8% of their nest eggs in their first year of retirement — up from 3.3% last year.

Erik Carlson is chief financial officer and head of strategy at Notified, a technology partner for investor relations, public relations and marketing professionals. He brings over 10 years of M&A, strategic finance and business transformation experience across private equity portfolio companies in technology, media, pharmaceuticals and consumer products. Prior to Notified, he was senior vice president of M&A integration at Intrado and director of M&A and strategy advisory at PwC.

Jeff Micklos is the executive director of the Health Care Transformation Task Force.

Angie Meoli is the SVP of enterprise initiatives at CVS and the vice chair of the Health Care Transformation Task Force.

Emily Brower is the SVP of clinical integration and physician services at Trinity Health, and the chair of the Health Care Transformation Task Force on behalf of the Alliance for Value-Based Patient Care, which involves 300,000 physicians and other clinicians who provide value-based care.