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The big moves hit the Swiss firm as it continues to lose advisors on a net basis — though now it's reportedly sweetening its recruiting offers.

As funding questions persist for Social Security and Medicare Part A, speakers at the recent AICPA conference discussed how advisors can guide clients through complex benefit rules and options.

Difficult personal experiences led the founder of virtual firm YGC Wealth to become the first strategic advisor to BestFarewell, a technology start-up that aims to help grieving families process and organize end-of-life planning documents.

Chris Stanley is a banking industry practice lead at Moody's.

Graeme Chard is senior vice president of product marketing at Medius.

If you have clients with college-age children earning money from their name, image and likeness, are they responsible enough to handle it and protect it?

Jason Flashberg, CPA is a tax partner in the Westlake Villages, California office of HCVT CPAs.

Justin Goff is the director of technical delivery at Hylaine, a values-first technology consulting firm that works with property & casualty, life & annuity, health, specialty & Lloyd's, and reinsurance to modernize and simplify the technology behind the insurance business. With nearly two decades of experience in advanced analytics and AI-driven solutions, Justin focuses on delivering scalable, real-world outcomes — helping organizations turn complex data challenges into operational results that drive performance and growth.

Despite predictions of mass white-collar job losses from AI, two major firms have chosen the "human plus AI" approach.

Bernard Horn is president and portfolio manager of Polaris Capital Management, a leading Boston-based global and international value equity firm. He founded Polaris in 1995 to expand his existing client base dating to the early 1980s. His pure global value philosophy combines investment technology with traditional fundamental research.