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Billy Leigh is managing director and senior vice president of strategy and transformation at Embark. He leads the company's efforts to expand the ways in which the company serves clients by leveraging data, technology and AI. 

Yet another IRS change to tax rules amid the COVID pandemic is complicating tax-planning opportunities for financial advisors this filing season.

Collecting all unpaid income tax from the top 1% would boost revenue to the U.S. Treasury by $175 billion a year.

The firm will enlist law firm Paul, Weiss, Rifkind, Wharton & Garrison to review the issue and other incidents to surface in recent weeks.

“When I left, I told Morgan Stanley [Ron] was the best person I've ever worked for in my career,” says advisor Jason Fertitta, who is hiring his old boss.

Lesli Gooch is the CEO for the Manufactured Housing Institute. MHI is the national trade organization representing all segments of the factory-built housing industry.

Michael Mansard is principal director of subscription strategy for Zuora.

Advisors have to make sure the whole team is treated fairly; avoiding making women into "the chick who always pours coffee,” writes Amanda Kerley.

Amanda Kerley is the Head of HR Strategy and Culture at Dynasty Financial Partners. She has over 15 years of experience in the wealth management industry, starting her career at US Trust/Bank of America before becoming a founding member of Dynasty Financial Partners. Throughout her tenure at Dynasty, she has designed multiple Human Resource programs, helped build the community pillar as well as the internal RIA, and curated various client experiences.