Charles Tomlinson edits SmartBrief newsletters on insurance, finance and legal matters. He served previously as a newspaper editor in South Carolina.
The original goals of the Dodd-Frank Act have largely been met, but some barriers to participation remain, experts said at FIA Boca 2019.
Regulators from around the world gathered at FIA Boca 2019 to discuss the emerging technology-related challenges they’re facing.
Key custody issues in the cryptocurrency industry include client demand, security, liquidity and insurance, said panelists at Consensus: Invest 2018.
Panelists at Consensus: Invest 2018 said blockchain is likely to transform, but not eliminate, accounting and auditing.
How investors can approach cryptocurrencies and other digital assets within their portfolios will be a key issue at this week's Consensus: Invest 2018.
The current state and future potential of blockchain and cryptocurrencies were the focal points of a panel at this week’s Global Financial Leadership Conference.
Journalist Bob Woodward explored the "emotionally unhinged" responses to the Trump presidency at the Global Financial Leadership Conference.
The increased estate tax exemption is creating a need for specialized skill sets among financial planners, an expert said at the Schwab IMPACT 2018 conference.
Segmentation efforts should help an advisory firm better understand its clients' needs, an expert said at the Schwab IMPACT 2018 conference.
Alternative investments essentially are “less constrained active management” that expands opportunities to drive performance, a Schwab IMPACT 2018 panelist said.