Commercial banking

Nearly one-third of affluent investors don't have an estate plan, according to an Escalent survey. For advisors and clients alike, estate planning conversations can be difficult but essential.

Whatever the reasons behind the relocation, advisors can ensure that proper planning will reduce extra expenses and unforeseen headaches.

Adam Turmakhan is the CEO and COO of TurmaFinTech, a Florida-based fintech startup that offers customer data platforms for community banks and credit unions.

The expansion of the Qualified Small Business Stock program in the One Big Beautiful Bill Act makes a powerful tax-saving strategy even more enticing.

But the new rules for deductions, capital-gains exclusions and estate planning merit a lot of strategic discussions for financial advisors and entrepreneurial clients.

Ron Schneider is director, corporate governance services for Donnelley Financial Solutions (DFIN). He is responsible for providing thought leadership on emerging corporate governance, proxy, sustainability and other disclosure issues. During his career, he has managed more than 1,600 proxy solicitations, 200 tender or exchange offers, and 30 proxy contests, with his proxy fight clients succeeding in over 70% of such situations. His prior experience includes three years at investor relations agency The Financial Relations Board, three years at AST Phoenix Advisors, and nine years at BNY Mellon. Earlier in his career, he held increasingly senior positions at major proxy solicitation firms Morrow & Co., D.F. King, and Georgeson & Co., where he served on its first board of directors.

Niche smart, market human and outsource wisely: insights for financial advisors looking to grow, from the Morningstar Investment Conference.

Jason brings over 20 years of health care industry experience, with a track record of building successful organizations and delivering innovation. Prior to Sidecar Health, Jason had various executive roles at Centene Corporation, which covers 25 million Americans. Jason graduated from Washington University Olin School of Business with concentrations in Finance, Accounting, and German. He enjoys travel with his family and is working to lower his golf handicap and improve his offshore fishing knowledge.

Bottles and casks from sought-after brands and years can be worth big money, but fraud and market bubbles can make for a highly volatile market.

Many retirees mistakenly believe Medicare will cover all their medical costs, but new Fidelity research reveals that even without long-term care, routine health care expenses can add up to tens of thousands of dollars.

One study uncovered interesting findings on market saturation, while another shed light on the regional trends shaping M&A deals.

Faheem Shakeel, Damco Solutions' VP for Insurance, is a veteran of insurance technology strategy. He has been instrumental in developing proprietary, homegrown products that cater to diverse customer needs. Shakeel has played a pivotal role in leveraging AI to build advanced solutions that enhance process automation, streamline workflows, and optimize operations in the complex and ever-evolving insurance landscape. His strategic vision and technological acumen continue to drive innovation, enabling insurers to stay ahead in a competitive market.

Nilay Doshi is a Senior Partner of Insurance Consulting at Wipro.

Under the new law, issuers with more than $50 billion in stablecoins outstanding would be required to submit audited annual financial statements.

Social media and other digital technologies have fundamentally altered the process and, experts say, often distract financial advisors from the most successful methods.

A proposed "model rule" would give state regulators laws they could adopt to bring their marketing regulations for investment advisors in line with the SEC's.

Druti Banerjee is a storyteller at heart following the precision of research with the art of words. Druti, a content writer for The Insight Partners, combines creative flair with in-depth research to create words that bewitch. She approaches every piece she does with an academic yet approachable perspective, having a background in English Literature and Journalism.
Beyond the screen, Druti is a passionate art enthusiast whose love of creativity is rooted in the creations of great artists such as Vincent Van Gogh. An avid reader, dancer, and ever-ready to pen down thoughts, always up for binge-watching and chai on repeat. Preacher of the following vision by Vincent Van Gogh, "What is done in love, is done well", draws inspiration from the realms of art, history, and storytelling to bring to life via writing the rich hues of culture and the complexity of human expression. The aim is to capture the nuance of the human experience—one carefully chosen word at a time.

David DeLeon is the North America fraud and financial crime lead in Accenture's finance risk compliance practice.