The Latest

  • The One Big Beautiful Bill Act will boost the number of filers who must calculate their AMT. But that doesn't mean they're all going to have to pay it.

    October 20
    The U.S. Capitol Building is shown upside down in a puddle outside the Washington, D.C., home of Congress.
  • Debra Cope is a freelance writer based in Washington, D.C. and former executive editor of American Banker.

    October 20
  • Penny Pennington is a managing partner at Edward Jones.

    October 20
  • The awards recognize early-career brokers that have created top production numbers at their wealth management firms.

    October 20
    2026-top-40-brokers.png
  • Starting next year, more households will need to calculate or pay the AMT. The rules are complicated. Here's how financial advisors can prepare themselves — and clients — for the changes.

    October 20
    AMT feature chart.png
  • Didine Erskine, a certified financial planner (CFP), is the founder of The Erskine Group and an independent financial planner with LPL Financial.

    She also serves as a visiting lecturer at Texas A&M University, where she teaches courses in financial planning and practice management.

    October 17
    Screenshot 2025-12-16 at 1.17.17 PM.png
  • Tax

    A clear division is emerging between smaller independent RIAs and their larger billion-dollar competitors, as some firms aggressively pursue a "one-stop shop" model for their clientele.

    October 17
    Conceptual image depicting division, separation, conflict, disagreement, or schism within a group of people.
  • As geopolitical and other uncertainty remains, gold is seen as a useful hedge. But experts warn gold's rise won't last forever.

    October 17
    gold bullion.jpg
  • Tax

    Video game developers are benefiting from research and development tax credits and recent changes in the rules for deducting R&D expenses.

    October 17
    steam-deck-gaming.jpg
  • Wayne Rushton served more than four decades at the Office of the Comptroller of the Currency, culminating in his role as senior deputy comptroller and chief national bank examiner. In that capacity, he chaired the agency's Committee on Bank Supervision and represented the OCC on the Federal Financial Institutions Examination Council's Task Force on Supervision.

    Earlier in his career, Wayne led the OCC's Multinational Banking Division and held several senior examination and supervisory positions. He gained extensive experience managing troubled institutions during the late 1980s and early 1990s, including service as the comptroller's deputy at the Resolution Trust Corporation and as director of the OCC's Special Resolutions Unit. He also completed a special assignment with the U.S. Department of Justice as a legislative fellow in the 97th Congress.

    Following his government service, Wayne was a senior advisor at Promontory Financial Group, where he helped clients navigate complex regulatory examinations and enforcement issues and strengthen relationships with supervisory agencies.

    October 17