Former CFA Institute executive Michael J. Collins is accused of embezzling $5 million through fake consulting firms to finance a lavish lifestyle, prosecutors allege.

Financial Planning Magazine

25.06.2025

AI financial planning platform Quinn set to disrupt market | Financial Planning

AI-powered financial planning platform Quinn has developed technology that could allow advisors to expand their client bases significantly.

Financial Planning Magazine

25.06.2025

Ex-Nitrogen CEO's Contio uses AI to combat useless meetings | Financial Planning

Artificial intelligence for meetings company Contio launched Tuesday with backing from Aaron Klein and several other big names in wealth management.

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Wealthfront files paperwork for IPO | Financial Planning

Former CFA Institute executive charged with embezzling millions | Financial Planning

AI financial planning platform Quinn set to disrupt market | Financial Planning

Ex-Nitrogen CEO's Contio uses AI to combat useless meetings | Financial Planning

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