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Planners and experts dive into wirehouse pay, charging clients at a higher rate, emerging business models and other key issues.

Coronavirus has accelerated trends in advisor compensation as firms move to an ensemble model and enhance their benefits packages.

Peter Jackson is the Group Director for Data Sciences and is responsible for the Group Data Strategy across Legal & General. He is co-author of two best-selling books,The Chief Data Officer’s Playbook published by Facet November 2017, and Data-Driven Business Transformation published in March 2019 by Wiley. On the international lecture circuit, he speaks regularly on data, innovation and business transformation. He can be reached at peter.jackson@landg.com.

The outcomes of two elections in Georgia that are scheduled for Jan. 5 are expected to determine the balance of power in the Senate and may also have an impact on the kind of tax planning that accountants should be advising their clients to do.

Benefits are an increasingly important part of the mix for RIAs while IBDs are looking to take a page from their smaller competitors’ playbook.

The advisors know RBC’s Pittsburgh complex director from earlier in their careers, when all three men worked at Smith Barney.

A group of 25 Democrats in the House wrote to congressional leaders asking them to provide $12.1 billion in funding for the Internal Revenue Service, including $5.2 billion for enforcement, with an eye toward cracking down on high-income tax cheats.

Mikhail Cook is senior vice president at EXOS Technologies.

Abby Mann is a consultant at X by 2. She is currently playing a senior developer role on a modernization project for a health care client’s web application and providing oversight for an internal team of developers working on an application using React/Redux. Previous projects include two years on a data warehousing project in the health insurance domain and working on a single page application for a client in the life insurance domain. Abby graduated from Rose-Hulman in 2016 with a double major in math and computer science and joined X by 2 shortly after graduation.

Eric Fuller is President & CEO of U.S. Xpress Enterprises, one of the nation’s largest asset-based trucking companies that employs nearly 10,000.