Commercial banking

Danielle Supkis Cheek is SVP, AI, Analytics and Assurance at Caseware. Danielle is an 8-time 40 under 40 winner as voted by the CPA Practice Advisor and is a 5-time Most Powerful Women in Accounting by CPA Practice Advisor and AICPA.

Christopher Haigh, founder and CEO of Iconoclastic Capital, isn't afraid to speak his mind — or to change his burgeoning firm's tech stack when necessary.

Teal Henderson is founder and CEO of Bones Investment Group, a private commercial real estate fund focused on wealth preservation and growth for professional athletes.

Kunju Kashalikar is vice president of product management at Pentaho with deep expertise in product development, data management and AI/ML technologies. Kashalikar has a proven track record of delivering products and solutions in the hybrid cloud in data management and Edge, leveraging design thinking.

Americans are searching for financial advisors at record levels, reflecting growing market uncertainty and opportunity for advisors to attract new clients.

Lawmakers introduced two pieces of legislation to completely eliminate taxes on Social Security benefits and extend the premium tax credits for health insurance for one year

Also this week, Wells Fargo recruits from LPL, RBC and TD Private Wealth, and Corient moves overseas in a deal that doubles its AUM.

Even after more than three years of Republican-led attacks against environmental, social and governance investing, the strategy is still "extremely important," according to RBC BlueBay Asset Management.

The technology can sift through large data sets at a rapid clip, which means advisors need to be proactive about documentation, self-examination and implementation of AI as infrastructure.

Mark Piszko, CPA, is a partner at PKF O'Connor Davies. He has nearly 40 years of experience in providing auditing and consulting services to a wide variety of not-for-profit entities, including charitable organizations, religious entities, educational and cultural institutions and social services agencies that receive government funding. He is the partner-in-charge of the firm's not-for-profit practice area and is the firm's quality assurance partner for single audits.

Merrill and Bank of America Private Bank seeks niche private equity opportunities for its ultrawealthy clients, while Goldman looks to retirement savers and Wells Fargo to everyday investors.

Though one study recently found that 78% of hiring managers said they expect AI use will lead to layoffs of recent graduates, advisors say plenty of on-ramps into wealth management will remain — they just might not look the same.

Rising health care and long-term care costs are reshaping retirement planning. Advisors need to know how the landscape is shifting for retirees.

A speech by Louis Barajas, a panel on entrepreneurship and a dating game-style mentorship matching event illuminated advisors' hard-earned lessons.

Joe Crawford is Director of Professional Services at Glassbox, where he helps banks and financial institutions unlock insights from customer engagement data. He brings over 20 years of experience in enterprise monitoring, digital analytics, and performance engineering from leadership roles at Citi, Morgan Stanley, and AT&T. Joe specializes in applying behavioral data and AI to improve digital experiences and reduce operational risk.

Chintan Shah leads Bloomberg's product strategy for buyside Treasury, Asset-Liability Management (ALM), and Finance solutions, with a focus on Insurance General Accounts, Pension Funds, and institutional cash management. With over 16 years of capital markets and investment management experience, Chintan brings deep expertise in serving the needs of asset owners and asset managers.

He has spent the past eight years at Bloomberg, driving product innovation and client engagement in the ALM and Investment risk space. Prior to Bloomberg, he was part of the Overlays and ALM team at AIG Investments, where he worked on optimizing balance sheet and liability-driven investment strategies. Chintan began his career in interest rate derivatives trading and risk management, holding roles at Barclays and Deutsche Bank.