Phil Drudy

Head, Tax Department

TRENDING

Retirement

America's 5 richest retirement towns

Retirement doesn't have to mean scrimping and saving. Here are five parts of the country where seniors are living large in their golden years.

By Nathan Place

1h ago
Technology

Is your firm's tech stack driving away financial advisors?

Just as a sports car needs paved roads for optimal performance, planning software without fast, accurate and accessible data makes for a bumpy ride for financial advisors and their clients.

By Jeff Schwantz

2h ago
Regulation and compliance

FTC issues noncompete ban as lawsuit looms

The prohibition would be on most contract provisions meant to keep emplolyees from taking jobs with competitors.

By Leah Nylen and Emily Birnbaum

April 23