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The ballot initiative was proposed by a California union as a way to fund health care.

Summer Mersinger is the CEO of the Blockchain Association.

Kip Meadows is the founder and CEO of Nottingham, which provides consulting and administration for ETFs, mutual funds and exempt investment pools.

New OBBBA restrictions mean wealthy donors lose deductions on smaller, routine gifts. Here is how to use DAFs and donation grouping to preserve tax benefits.

Rob LaHayne is the CEO and co-founder of Leap Health, a new platform providing infusion therapy with at-home, transparent pricing, and major cost savings for employers and patients.

Thursday's Shaping Wealth Advisor Board webinar explored how advisors can sharpen the focus of their messaging and content to resonate with clients and prospects.

Plus, Wells Fargo and Raymond James pull more teams from Commonwealth/LPL, and Elevation Point takes a stake in a UBS breakaway.

The former CEO of Orion Advisor Solutions has since become involved in several artificial intelligence startups, which he hopes will be integrated into advisor technology stacks.

Rhode Island Governor Dan McKee proposed a higher tax on millionaires to help fill a hole in the state's budget.

Laurel is the CEO of Candidly. Taylor's vision is to accelerate a debt-free future for all by digitizing the experience of debt management and to embed benefits that address student debt as a new normal within the workplace. Before founding Candidly, Laurel held leadership positions at Google. Laurel has successfully paid off $200,000 of her own student loan debt, and co-authored The Accidental Consequences of Student Debt, an academic research whitepaper examining how healthcare workers are disproportionately affected by student debt, for the Journal of the American College of Radiology (JACR).