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Most borrowers use defined contribution plan loans for essential health and housing costs rather than discretionary spending, new EBRI research found. Still, many financial advisors remain skeptical of such loans.

An industry lawyer warns that RIAs often don't do enough to delineate their responsibilities and shield themselves from liability when they add tax preparation to their service offerings.

From crypto to private markets to AI and beyond, here are the investing trends and themes to watch in the new year.

Founders Elissa Buie and Dave Yeske are leaving a legacy in the profession and at the firm under three successors taking over in 2026.

Richard Bernstein, MBA, is an author and former IRS national-level R&D engineer whose specialty at the IRS was the R&D tax credit for software development. He currently consults on the applicability of software and AI systems for the R&D tax credit and supplies audit defense services. 

With no guidance available, tax practitioners and their clients have to figure out how much risk they want to take.

Elyse Schupak is a policy advocate at Public Citizen.

Charles Schwab CEO Rick Wurster, IRS CEO and Social Security Administration Commissioner Frank Bisignano and iCapital's Chief Investment Strategist Sonali Basak made the list — see who else did.

Michael Rachesky is the regional vice president at Corporate Synergies, where he leads strategic initiatives focused on enhancing health plan performance and delivering innovative benefits solutions to employer groups across the mid-Atlantic region.