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Chaim Lever is co-founder of Four.

The deal will nearly double Congress Wealth Management’s client assets.

Anyone can call themselves a wealth advisor these days. Here are credentials that count.

V. Gerard (Jerry) Comizio is the associate director of the Business Law Program at American University Washington College of Law and an adjunct law professor.

The parties are combining forces to offer other practices a longer term alternative to private equity deals.

The move follows a mandate last week from JPMorgan Chase CEO Jamie Dimon, seeking to return his workforce in rotations from early July.

A version of the administration's plan to close the step-up in basis loophole was floated by President Obama in 2015, but it died in a Republican-controlled Congress.

Lee R. Epstein, Lands Program Director and Special Counsel, Chesapeake Bay Foundation

Heirs of IRAs and 401(k)s won't need to take annual distributions before cashing out within a decade of receiving the plans, the agency says.

Stephanie Schomer is the editor-in-chief of Employee Benefit News. She was most recently the deputy editor of Entrepreneur magazine and previously held positions at Entertainment Weekly, Architectural Digest and Fast Company. Her work has been published by Inc. Magazine, The Strategist, O, The Oprah Magazine, and PM Network magazine. Stephanie has a Bachelor's degree in journalism from Penn State University.