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It's typically advised to shift income into the future to reduce tax bills for the current year. But experts say that may not be the best approach.

An employee who left in 2018 said she experienced a barrage of racial and sexual antagonism while at the firm, such that “it is not possible to list all of the comments and conduct in one document."

The firm’s new business highlights the beginnings of a shift in the custody marketplace due to a series of consolidations.

Sam Zietz is CEO of TouchSuite.

Anish Michael is the CEO of Firmspace, which offers private office space for professionals and executives. With locations in Austin, Houston, Denver, and Atlanta, Firmspace offers secure and sound-masking offices, white-glove client service, five-star amenities, best-in-class technology, and professionally trained staff.

Funding is getting tighter as advisors look towards marketing automation as an engine for growth.

Homogeneous industries and male executives are the primary target clients of the new consultancy, Kathleen Zemaitis says.

Net flows have slowed in 2020 at the fund giant as rivals continue to roll out similar products amid the rise of robo advisors and almost-free trading.

Sathyanarayanan (Sathya) Sethuraman is the director of UiPath’s global insurance and financial services practice. With more than 20 years’ experience, Sathya has become a trusted advisor to Fortune 100 global insurance and financial services enterprises and has led large-scale digital transformation initiatives. At UiPath, Sathya is responsible for building industry solutions for intelligent process automation leveraging UiPath’s platform and the UiPath alliance ecosystem.

The one-two punch of major tax laws passed within four months of each other creates some interesting puzzles for advisors to solve.