In|Vest West 2018 Direct

As major insurers reduce Medicare Advantage benefits and exit markets, retirees face higher costs and limited options. Advisors need to understand the implications for retirement planning.

In an increasingly choppy sector, experts say investing with caution and an eye on diversification is key.

A new study predicts the One Big Beautiful Bill Act will reduce federal taxes on average for individual taxpayers in every state, but the impact will differ.

Each of the biggest firms in the channel grew substantially in 2024, but LPL's giant M&A deal to buy Commonwealth for $2.7 billion has further consolidated the ranks.

Stephanie Mier is the Chief Insurance Officer at ServiceUp, an all-in-one tech platform transforming how fleets and insurers manage vehicle repairs. She has spent the past two decades in the Insurance Industry, building auto claim departments, specializing in accident management, writing policy, and launching products to focusing on decreased overall risk, customer retention and acquisition. Prior to ServiceUp, she spent the last 8+ years in the fintech mobility space, building Insurance for Turo, Fair Financial, Kyte on demand rental, and was a founding member to PAKT Embedded Insurance Brokerage. 

Transitioning emotionally invested clients out of concentrated stock positions and legacy funds takes time, tact and a tax-savvy mindset.

Firms like LPL, Cambridge, Osaic, Independent Financial, Commonwealth, Raymond James, Ameriprise and Cetera are racing to develop new tools.

The win for Morgan Stanley comes after a recent string of victories against brokers who left for rival firms. But as the outcome in the JPMorgan case shows, firms don't always prevail.

Alex Laipple is chief growth officer at Ethic, a technology-driven asset management platform that powers personalized, values-aligned and tax-smart investing for financial intermediaries.

Yuval Rooz is the co-founder and CEO of Digital Asset.