The Latest

Financial therapy helps people analyze thoughts, feelings and limiting beliefs surrounding money. Therapists shared what they want advisors to know about approaching client relationships.

Although low-cost ETFs remain the most common component of model portfolios built by BlackRock and other third parties, private credit, equity and other alternatives are gaining ground.

Chris Skipworth is the CEO of Passpack, a zero-knowledge password management platform serving businesses worldwide. With 25 years of technology experience in software, hardware, and semiconductor engineering, he has brought innovative solutions to markets across North America, Asia, and Europe. Since leading Passpack in 2013, Chris has secured company financing, expanded into new markets, and positioned Passpack as a leading password management solution for SMBs.

Zug, Switzerland, June 18th, 2026, Chainwire

Michael Messina is a director and registered representative of Ryan Tax Capital. He works with sponsors and investors to bring together partnerships that are based on the design of financial models reflecting the needs of all parties to a transaction. Identifying the right fit for each project and working with a multi-disciplinary team of advisors and counsel to effectuate partnerships is the focus of Michael's efforts at Ryan Tax Capital. He is also a director of income tax at Ryan LLC's New York office.

Whether advisors choose individual stocks or not, the SEC's proposal to allow semiannual reporting rather than quarterly could impact clients' portfolios.

Lauren Hoffman is an associate at Brooks Pierce who advises and represents employers in both employment law and commercial litigation matters. She assists clients with drafting workplace handbooks, policies, and employment agreements, and provides practical guidance on sensitive workplace issues including harassment, discrimination, and workplace violence.

Tricia Goodson is a partner at Brooks Pierce who counsels management clients on a variety of employment-related issues, including federal and state discrimination and harassment laws; wage and hour compliance; employment policies and handbooks; employment agreements; restructuring; severance programs and policies; confidentiality, assignment of inventions and noncompetition agreements; trade secrets; workplace violence; and drug and alcohol screening. She also represents employers in matters before governmental agencies and in state and federal courts.

Kemper Patton, an associate at law firm Brooks Pierce, litigates labor and employment disputes involving anti-discrimination laws, employment agreements, wage-and-hour issues and unfair labor practices. He also advises clients in a variety of industries on all types of labor and employment matters.

The deal between Edward Jones and Quicken is expected to appeal to next-generation clients as they begin accumulating wealth.