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Newer contracts scrap conflict-laden commissions and aren’t as complicated for investors to understand. Will independent advisors bite?

What's in the House-backed tax and spending bill backed by Biden

New flavors of the retirement investments aim to override a lingering bad image by scrapping conflict-laden commissions and being easier to understand. Will independent financial advisors finally be persuaded?

Financial Planning asks the executive about the latest updates to the company’s software, how his company balances growth with serving small advisors, and returning to in-person conferences.

Planners can play a direct role by standing up for colleagues and clients who are women or minorities.

The executive director of Georgetown University’s Center for Financial Markets and Policy says the financial industry is navigating an era of unprecedented change. Here’s why he’s so excited about what’s next.

It's one of many deductions that doesn't take inflation into account.

Nate Brown is Vice President, Product Management for Firm Management at Wolters Kluwer Tax & Accounting North America responsible for the development and delivery of firm management solutions. Nate has been working directly with firms to transform their businesses from desktop to cloud-based solutions through product management, sales and consulting roles. He is a sought-after speaker and a coach for firms to improve workflow and data to support decision-making. Prior to joining Wolters Kluwer, Nate worked for a large regional CPA firm as well as held accounting roles at a Fortune 500 company.

Judith Rinearson is a partner at K&L Gates.

Kristen Moody is the SVP of Client Management at Kindbody.