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As Vice President, Decision Science and AI at RGA, Petr Vaclav leads data analytics, machine learning (ML), and artificial intelligence (AI) initiatives for business units, clients, ventures, and acquisitions across RGA's Europe, Middle East, and Africa region.

An expert in data science, he specializes in digital distribution, bancassurance, predictive underwriting, and other topics and serves as a bridge between the reinsurer's Global Data and Analytics team, its internal and external clients, and partners.

Most studies showing "tax alpha" through tax-loss harvesting assume investors are already rich, taxed in the highest brackets and flush with short-term capital gains.

Credit Suisse Group is shifting resources in the pursuit of business from a broader range of rich clients, as the lender focuses more on wealth management amid cuts to its troubled investment bank. 

Goldman Sachs Group faces a June 5 trial in a long-simmering gender-bias class action alleging the bank discriminated against thousands of women in pay and promotion.

Eighty-seven percent of mentors and mentees feel empowered by those relationships and have developed greater confidence at work.

Find all of the figures from Financial Planning's latest annual study of brokerages whose financial advisors aren't employees of the firms.

These are the largest firms with financial advisors who work with broker-dealers but aren't their employees.

The firm terminated the longtime financial advisor. But experts say that isn't always a best practice, and many female professionals continue to report abuses.

Ryan Frazier is co-founder and CEO of Arrived Homes.

Alice Lerman, JD, MBA, is an accounting firm success coach, business consultant to firm CEOs and C-suite executives, leadership trainer, and motivational speaker. She helps accounting firms achieve extraordinary ROI through industry specialization and outstanding client experience. Reach her at alice@lermanstrategies.com.