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The Internal Revenue Service has shut down its Direct File free tax-filing program, sending an email to the 25 states that offered it this year.

Schwab becomes the latest large wealth manager to cite the shrinking number of publc companies as a reason to help regular investors get into private markets.

Bad things can happen when advisory firm employees experiment with shiny new AI applications. An innocent "test drive" could trigger data breaches and compliance snafus.

Manish Naik serves as the President of Cigna Healthcare's Dental and Vision benefits products.  The business currently serves over 17 million customers across the United States. In this role he is responsible for network strategy and development, product strategy and development, provider relations, sales operations, innovation, and clinical execution.

Merrill wealth co-head Eric Schimpf says the firm does about as good a job as its rivals in drawing in net new assets. But given Merrill's relationship with Bank of America, "We can do better."

A credit scare last month could have been a momentary blip, but financial advisors have always known there are a lot of risks in private investments.

AI note-takers have become increasingly common among advisors. So has the use of wearable AI recording devices among the general population. What happens when the tables are turned?

The share of test takers who pass the CFP Board's exam has risen significantly in recent years, but experts are divided on what's behind the change.

Leigh White, CEPA, is founder and chief technology officer of Myriad Advisor Solutions. She specializes in AI, cybersecurity and technology solutions for financial advisory firms.