In|Vest West 2018 Direct

President Trump's signature tax law drew the most headlines, but FP covered the "T" intersection with wealth management from many angles.

Med Yacoub is a marketing director, Tradesk Securities.

Joseph Schmidt is a tax director at Ryan with extensive public accounting and corporate experience and an emphasis on multi-jurisdictional taxation and sustainable tax planning.

Michael Thompson is a principal at Ryan, leading a team that specializes in the identification, substantiation and documentation of federal and state research and development tax credits.

Ian Boccaccio is a principal and income tax practice leader at Ryan, responsible for leading a global service team of highly skilled professionals coupled with cutting-edge technologies to make substantive impact to corporate profitability. He has over 25 years of extensive experience in serving a range of international tax needs for some of the most complex global companies, focused on optimizing the impact of U.S. tax legislation.

The broker-dealer veteran saw her firm's revenue model as a fair trade — even a badge of honor — before going independent.

Most borrowers use defined contribution plan loans for essential health and housing costs rather than discretionary spending, new EBRI research found. Still, many financial advisors remain skeptical of such loans.

An industry lawyer warns that RIAs often don't do enough to delineate their responsibilities and shield themselves from liability when they add tax preparation to their service offerings.

From crypto to private markets to AI and beyond, here are the investing trends and themes to watch in the new year.