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The two organizations announced the Certified Home Equity Advisor credential, which will help financial professionals integrate home equity in retirement plans.

SyntheticFi co-founder Joseph Wang says his firm's investment and trading technology makes an options strategy long embraced by hedge funds more accessible to advisors and their clients.

JP Nicols is managing director of Alloy Labs, a member-led consortium of banks focused on applied insights and collaboration.

Jason Rahlan is the Global Head of Sustainability and Impact at Dayforce. He has previously held a number of roles in the public, non-profit, and private sectors. This includes time at Chobani, the Human Rights Campaign (HRC), the U.S. Department of State, and the U.S. House of Representatives. He is currently a member of the New York Stock Exchange (NYSE) Sustainability Advisory Council as well as a board member for the Center for Family Support (CFS) Foundation. He holds a Bachelor of Arts from American University and a Master of Science from Columbia University.

Elia Resch is director of partnerships at Digital Transformation Solutions. She is also the ecosystem acceleration lead at Cambridge SupTech Lab at Cambridge University.

New proposals in seven states could soon subject over half of all U.S. millionaires to targeted high-earner tax rates.

Travis Hodges serves as Managing Director of Omnichannel Sales and Services at VIU by HUB, an omnichannel personal insurance brokerage platform. In this role, Hodges is responsible for leading Contact Centers, Claims, Service, Sales, Retention, and Multiple Distribution Channels for VIU by HUB.
With experience in P&C Sales at Nationwide, Hodges helped grow a $750M portfolio that includes Personal and Commercial Lines and was leader of a multi-site, multi-functional organization with P/L responsibility.

Amid UBS advisor exits, 25-year veteran joins Morgan Stanley

Given recent renewed interest in the medium, top enthusiasts' collections can be worth six figures. But quality generally beats quantity, and it pays to be informed about which rare pressings are most sought-after.

Donor-advised funds should be temporary vessels, not permanent endowments. Here's how financial advisors can keep them from becoming philanthropic dead ends.