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Will Sealy is the CEO of Summer, a student loan solutions provider.

Holly Shaw is a freelance business writer.

Kayling Gaver is the co-founder and chief operating officer at Tapcheck.

Kristin Johnson is the Chief Human Resources Officer for Edward Jones.

The administration's plan would eliminate a break that allows heirs to use the market value of assets at the time of a transfer, rather than the actual purchase price.

Residential property owners are the most likely to be impacted by proposed changes in the administration’s American Families Plan.

David M. Toth manages the digital division for Winding River Consulting and advises all levels of leadership, designing and implementing client growth strategies, marketing and business development plans, and succession plans. He is also a facilitator for Winding River's annual Managing Partner Bootcamp.

JPMorgan’s CEO said in a memo that he expects “all U.S.-based employees will be in the office on a consistent rotational basis” by early July.

The 20-advisor team left Advisor Group’s Securities America for the private equity-backed holding company’s independent subsidiary, Cadaret Grant.

An equity investment plan can help clients get over timing decisions, writes Don Bennyhoff.