In|Vest West 2018 Direct

Antonio White is founder of 480 Advisors. He is the former FHFA director of congressional affairs and communications and a former deputy assistant secretary of the U.S. Department of the Treasury.

A vast majority of plan sponsors say that actively managed funds can beat the market, according to a new BlackRock survey. Research suggests otherwise.

Jeff Marshall is the Chief Operating Officer at Recoop®. You may contact Jeff at jeff@recoopinsurance.com and learn more at recoopinsurance.com.

Cerity Partners adds its own large RIA in New York, and Beacon Pointe acquires firms in Indiana, Washington State and New York.

Hilary Cabodi is a managing director at Riveron, where she specializes in risk advisory services, with extensive practical internal audit, SOX and program management experience.

Older Americans hold a higher allocation of stocks than they would like, according to the Center for Retirement Research. Researchers say that could be a positive, though not all advisors agree.

A limited federal tax credit, an above-the-line deduction for non-itemizers and restrictions on those of itemizers represent three of the biggest shifts under the new law.

Raymond James accuses the widower of an advisor of using data stored on his wife's company-issued computer to solicit clients for a rival firm.

Tim Bender is a CPA and partner in the advisory practice at CohnReznick focusing on government-related services. He has more than 25 years of experience serving federal, state, and local government clients as well as not-for-profit organizations, commercial companies, and investors. His areas of expertise include program and project management, strategic planning, policy guidance, risk management, auditing and integrity monitoring.