Commercial banking

For many family offices, the bulk of services they provide takes a backseat to one specific goal: preserving wealth for their clients' heirs.

A new estate planning solution from Carefull, a financial services platform for seniors and their families, seeks to automatically sync important financial information for estate planning.

Sandy Kaul is head of innovation at Franklin Templeton.

Amit currently works as Vice President, Underwriting Product Management, at Reinsurance Group of America, Incorporated (RGA).

With more than 24 years of management experience in various Fortune 500 Technology & Insurance companies, Amit brings global expertise in product management, AI, and risk analytics to benefit the insurance industry.

He holds an MBA from Columbia Business School and an Engineering degree, with majors in Electronics. He also has a certification in Intellectual Property and Global Dispute Resolution from Columbia Law School. Amit also serves as a faculty at Fu Foundation School of Engineering, Columbia University, where he teaches AI and Applied Risk Analytics.

He holds multiple granted patents in the field of AI that have direct commercial applicability in underwriting and claims optimization use cases. He also serves on multiple boards, including the ITC Advisory Board.

Wealth managers are rushing to serve ultrahigh net worth clients. But industry veterans warn some may be promising more than they can deliver.

The 2025 Investment Management Compliance Testing Survey found that 57% of firms' compliance officers rated AI as a concern.

The value of a modern industry event lies in the connections and actionable insights they offer, an IWI study finds.

A vast majority of Americans yet to enroll in Medicare say they're worried about whether the program will be there for them, according to a new survey from Retirable and eHealth.

As a subscriber to Financial-Planning.com, you can earn up to 12 hours of CE credit from the CFP Board and the Investments & Wealth Institute.

Alex Tsepaev is the chief strategy officer at B2PRIME Group.