The Latest

  • Christopher Cornella is the vice president of business development at US Professional Funding and US Medical Funding, specializing in commercial financing solutions for businesses nationwide with start-ups, acquisitions, expansions, refinancing, working capital, equipment, etc. He has a particular focus on helping accounting and tax firms access the capital they need to grow, modernize, and thrive.

    June 12
    Christopher Cornelia of US Professional Funding and US Medical Funding
  • Kitces Marketing Summit 2026 organizers Michael Kitces and Taylor Schulte lined up a half dozen speakers who shared accessible organic growth strategies.

    June 12
    From left to right, screenshots from the social media accounts of planners and other professionals who presented their strategies at last week's virtual Kitces Marketing Summit 2026 conference display Shaun Melby of Nashville-based Melby Wealth Management, Jason Hamilton of Orange, California-based Keep it Simple Financial Planning, Katherine Fox of Portland, Oregon-based Sunnybranch Wealth and Nate Hoskin of SageContent.
  • Viacheslav Brui is a Data & AI Practice Manager with over 14 years of experience in the IT industry. He began his career as a Data Engineer and has since worked with both large global IT service companies and boutique consulting firms. Today, he leads the development of data and AI capabilities, helping organizations define and execute their data strategies.

    Viacheslav specializes in AI transformation initiatives, supporting companies in moving from experimentation to scalable, business-driven adoption of AI. 

    June 11
  • Tax

    The number of private tax-advantaged foundations and the amount of assets contained in them has reached nearly $2 trillion, even as the administration considers imposing new taxes.

    June 11
    pkf-oconnor-davies-foundationmark-event.jpg
  • Nearly two years into a pilot program designed to test remote inspections of brokers' residential and other remote offices, FINRA feels comfortable enough with the results to push for a permanent policy.

    June 11
    Sign outside offic eof Financial Industry Regulatory Authority
  • Iffi Wahla is a second-time founder serving as co-founder and CEO of Edge, an HR tech platform focused on transforming the hiring landscape through solutions that aim to make talent acquisition quicker, more accessible, and effective for organizations everywhere. With insights gained from launching and growing his initial startup, where he built skills in team leadership and scaling operations, Iffi now channels that expertise into Edge's goal of changing the future of work. Dedicated to fostering a more equitable job market, he incorporates AI-driven tools and user-friendly interfaces to bridge gaps between employers and candidates, ultimately supporting broader economic advancement.

    June 11
    Iffi Wahla
  • The latest Financial Advisor Confidence Outlook (FACO) finds advisor sentiment turned slightly pessimistic again this month as financial planners looked for ways to insulate clients' portfolios from global economic shocks.

    June 11
  • This summer, Amplified Planning's Externship program saw 2,700 applicants — a record, and a sign that advisors are thirsting for opportunities to thrive in the wealth management industry.

    June 11
    Hannah Moore, advisor at Amplified
  • There's value in having money in one place, but some 401(k) rules make rollovers more trouble than they're worth.

    June 11
    chart visualization
  • Nazeefa Ahmed is a reporting associate for National Mortgage News through the Dow Jones News Fund. 

    • Awards — Nazeefa was formerly a South Asian Journalist's Association Scholarship recipient. 
    • Education — She is currently a business reporting student at the Craig Newmark Graduate School of Journalism and holds a degree in natural sciences from the University of Calgary.
    • Experience — Nazeefa has previously covered housing for the Invisible Hand and as well as academic research for Science Magazine.
    June 11
    Nazeefa Ahmed.jpeg