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Eric Glass is a municipal portfolio manager and impact investor at AllianceBernstein.

Among the new hires is Scott Collins, former head of brokerage independence and institutional sales consulting. He is one of many ex-TD Ameritrade alums seeking new employment after Charles Schwab acquisition’s of the firm.

Collectively, the brokers generated $167 million in annual production and oversaw $37 billion in combined client assets.

The results underscore the standout performance of the industry's largest firms in equities, a business where Europe’s banks have struggled to keep up in recent years.

Stefanie Coleman is an Australian, New York-based, principal in the Ernst & Young LLP People Advisory Services practice who focuses on banking and capital markets. She has advised the world’s leading banks on a broad range of workforce strategy issues across the US, Australia, Middle East, Asia and the UK. In 2019, she was recognized by Workforce Magazine as a Workforce Game Changer.

While qualified contributions won’t necessarily give clients the biggest tax bang for their buck, there are exceptions to the rule, Jeffrey Levine writes.

University tuition is one of the top planning priorities of financial advisors’ clients, and a new book wants to help guide readers on how to pay for it.

Phil Dunkelberger is CEO of Nok Nok Labs.

If your clients are owners of a passthrough business entity, you may want to investigate whether or not electing-in to a state’s SALT Cap work-around is advisable.

James M. Brower Jr., CPA, is a partner and State and Local Tax Leader at Marks Paneth LLP.