In|Vest West 2018 Direct

Karen Servidea, JD, is a senior legal analyst for Wolters Kluwer Legal & Regulatory, U.S. She tracks, analyzes and writes about tax law developments for the Standard Federal Tax Reporter, Exempt Organizations Reporter, and Tax Essentials. She previously practiced in civil tax litigation.

The Trump administration's big tax legislation has plenty for the real estate industry to like, says an expert from Baker Tilly.

With a background as an elite gymnast and a passion for understanding the remarkable capabilities of the female body, I bring a holistic approach to workplace wellbeing at Lifesum. A dedicated runner and mother, I thrive on creating environments that empower health and productivity—and when I'm not shaping wellness strategies, you'll likely find me perfecting a recipe or embracing life outdoors.

The group of rapidly expanding firms includes mainstays like LPL Financial, but also smaller upstarts that are enlarging their footprints at a notable clip.

Even though the One Big Beautiful Bill Act made substantial changes in the Tax Code, one area where that may not be seen so much is in terms of simplification.

Joy Dasgupta is CEO of Gyan, which builds explainable, enterprise-grade AI for financial services focused on escalating compliance and governance risks.

He brings an enterprise insider's view of the challenges early technology adopters face from his time with American Express and Hewlett Packard.

Trump's One Big Beautiful Bill Act opened HSA access to millions, but big gaps remain. Here's what financial advisors need to know.

RBC executives say the firm's recent string of recruiting wins comes with temporary costs but also the promise of boosting income over the long term.

AI-powered wealthtech tools can backfire unless they're easy to use, jibe with advisor workflows and produce results, argues LPL Financial's chief product officer.