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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.

Chana R. Schoenberger is the editor-in-chief of American Banker. Previously, she was the editor-in-chief of Financial Planning after joining Arizent in 2020. 

She has conducted print and on-stage interviews with top executives, regulators, and experts, including:

• Santander Executive Chairman Ana Botin
• U.S. Bank CEO Gunjan Kedia
• BMO US CEO Darrel Hackett
• Nasdaq CEO Adena Friedman
• Truist's Scott Stearsman
• New York State Superintendant of Financial Services Adrienne Harris

In her prior role, she was the managing editor for U.S. wealth management at J.P. Morgan. Before that, she was a columnist and freelance journalist, and previously worked at Bloomberg News, Dow Jones/The Wall Street Journal, and Forbes. A graduate of Harvard College, she received her master's degree as part of Columbia Journalism School's Knight-Bagehot Fellowship in Economic and Business Journalism. Currently, she serves on the board of the journalists' professional association SABEW, the Society for Advancing Business Editing and Writing. She is now based in the Boston area after living in New York City, Tokyo and Canada.

Follow her on X at @cschoenberger.

These elite producers in some cases operate far from Wall Street, even as they work for well-known wealth managers such as UBS, Merrill Lynch and Ameriprise.

Stephen Scott is a risk intelligence expert and served as chief international investigator during congressional inquiries into fraud and corruption. He is founder and CEO of Starling, which provides AI-powered risk analytics.

Morgan Stanley Chief Executive Officer James Gorman leaped past JPMorgan Chase’s Jamie Dimon as the best-paid CEO of a major U.S. bank.

Investors with an advisor were more than twice as likely to say that they are very confident that they have the best investment strategy, a survey found.

Letters sent to reps ask for extensive information on why they applied for a loan, how funds were received and used, and all compensation under the federal program.