In|Vest West 2018 Direct

As CEO, Naveen guides Center's strategic direction, partnerships, and product innovation, leading the company's growing 40-person team. Before co-founding Center, Naveen worked in product development and business development at Concur and attended the University of San Diego.

So much faith has been put on the partial trade deal with China that stocks have nearly recovered since President Trump’s first round of tariffs on imports.

Adjusting a federal income tax return depends on personal tax circumstances, “such as the materiality of the error,” an expert says.

The firm is looking for ways to maintain its edge and reinvigorate its shares, which have trailed rivals over the past year.

To help individuals and businesses prepare for filing season, Grant Thornton has released a collection of year-end tax tips.

Alan Grad is chairman and CEO of American Business, which works closely with CPAs to help them deepen their value as trusted advisors by deciphering complex life insurance issues as they relate to potential client needs. He writes extensively on subjects relating to coordinating life insurance strategies within estate and business structures for high-net-worth individuals and affluent families. Email him at agrad@americanbusiness.com.

Seniors hoping to begin retirement next year are advised to review their risk exposure, pay down their debt and save for additional health care costs.

One size fits all? The single form for disclosure of client-advisor relationships applies even if firms offer multiple products and services.

The most outstanding advisors are those who do well across the board, even if they aren't the best in any one specific area.

Even as new technology and changing client demands force firms to constantly upgrade, advisors have potent defenses to help them stay competitive.