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The CFP Board requires two to three years of experience but doesn’t have any structured program for financial planners to meet that requirement.

Although this strategy can be used to substitute for the popular strategy that the SECURE Act blasted away last year, it has a different main use case — one that's not transferring wealth to heirs.

Robert Bennett, CPA, is the vice president of tax and legislation at Corvee, a software and solutions company serving tax and accounting firms, where he works as part of the team that develops and maintains the Corvee Tax Planning software.

Wall Street’s self-regulator says recent data show that only mid-sized and smaller firms would have fit its new “red flag” criteria.

The bank says plaintiffs cannot connect instances of identity theft or fraud to incidents at the bank, giving the case no standing.

Increasingly, hedge funds are eager to buy packages of art-backed loans.

Peter Tufano is a professor of finance and former dean at Oxford University’s Saïd Business School as well as a visitor at Harvard Business School and Harvard Kennedy School.

Daniel Schneider is a professor of public policy and sociology at Harvard Kennedy School.

Bob Neuhaus is executive managing director at J.D. Power.

A longtime Merrill Lynch veteran, Michelle Avan advocated for Black women and other under-represented talent.