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Peter Mallouk’s firm made its second multi billion-dollar deal in three months after its first private equity infusion last year.

Here’s what managers at some of the largest firms have been discussing and say should be top of mind in the months ahead.

The nation’s largest independent broker-dealer will onboard a substantially higher share of assets and advisors than after its last comparable deal in 2017.

The administration's proposal for the capital-gains tax rate is in part a throwback to the Reagan years, an expert says.

Christopher A. Steele is a partner at MendenFreiman LLP and a former shareholder in the Atlanta office of Chamberlain Hrdlicka’s Trusts and Estates Practice who counsels clients in a variety of tax, trust and estate matters, including planning for business owners.

Jasmin Severino Hernandez serves as an associate in Chamberlain Hrdlicka’s Atlanta office Trusts & Estates Practice Group. She helps clients in creating efficient and effective estate plans and implementing beneficial tax planning strategies. Her work includes the design and preparation of key estate planning documents, estate and gift tax planning, charitable planning, and probate and estate administration. She may be reached at (404) 658-5481 or by email at jasmin.hernandez@chamberlainlaw.com.

Misyrlena Egkolfopoulou is a journalist at Bloomberg News.

Charlie Wells is a reporter at Bloomberg News.

The LPL and Private Advisor Group financial advisor serves on the Connecticut Autism Advisory Council, and he’s an expert in disability planning.

Derek Brummer is president of mortgage at Radian Group Inc.