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Matt Bucklin is the founder of ExchangiFi, a capital markets platform that enables ETF issuers to raise seed capital through Section 351 tax-deferred exchanges. Previously, he founded Valley Cove Capital, a search fund focused on small business acquisition and growth. He is based in West Palm Beach, Florida.

Getting away from the office to create or revise a firm's concrete goals and teammates' roles can help RIAs tap into organic growth, experts say.

Emily Portney is the global head of asset servicing at BNY.

The U.S. and more than 100 other countries finalized an agreement that would exempt American companies from some foreign taxes.

Starting in 2026, the starting age limit for those with significant disabilities to take advantage of these tax-advantaged savings accounts has been raised by 20 years.

Kevin Gaut is Chief Technology Officer at INSTANDA, a cloud-native intelligent policy administration platform that enables carriers and MGAs to build, manage, and distribute products with exceptional agility.

A FINRA arbitration panel finds a "pattern" in JPMorgan's attempts to blacken the regulatory records of advisors moving to rival firms.

Vishal Sankhla is co-founder and CEO of Outmarket.

Sankhla has dedicated his career to building intelligent, automated systems that replace inefficiency with speed, clarity, and action. He previously led the platform team at Uber, was Director of Engineering at Facebook, and Head of Product at Ethos Life Insurance. 

At Outmarket, Sankhla leads a team that delivers a comprehensive AI solution to the manual workflows, siloed data, and outdated processes that cost brokers and carriers billions in lost productivity each year. Outmarket is now trusted by over 200 of the world's most successful insurance agencies to streamline operations, reduce E&O exposure and drive growth.  Connect with Vishal on LinkedIn.

Mike Gerhard is chief data and AI officer at BDO USA, where he is responsible for integrating AI into BDO's operations. He has led numerous technology initiatives, including the enterprise digital transformation and innovation program. Additionally, he leads the research and AI development team.