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With pensions gradually disappearing, more retirees will have to rely on 401(k)s.

Among immediate changes, Tim Hockey resigned as chief executive of TD. Here's what else advisors can expect.

The new hires come from rivals Merrill Lynch, Wells Fargo and RBC.

Before picking a tech vendor for your firm, you might want to have a chat with Carson Group President Teri Shepherd, who speaks with the benefit of hard-earned experience.

Karin Ajmani is the Chief of Strategic Development for Progyny, a fertility benefits provider.

Rob Whalen is co-founder and CEO of PTO Exchange, a platform that allows employees to self-direct the value of their unused paid time off for other needs and causes.

They’re not pure assets, nor are they defined contribution plans. This makes them remarkably difficult to divide, let alone preserve. Enter the QDRO.

Joel Sinkin is the president and Terrence Putney, CPA, is the CEO of Transition Advisors LLC, which consults on owner transition in accounting practices nationally, including mergers & acquisitions, succession planning, and structuring owner agreements. Reach them at jsinkin@transitionadvisors.com and tputney@transitionadvisors.com, or (866) 279-8550.

Al Anderson, CPA, has been a global leader in accounting and assurance advancement for more than 30 years. Over the course of his career, he has been named to Accounting Today’s Top 100 Most Influential People a number of times, most recently in 2017, 2018 and 2019. As president and founder of Account-ability Plus, LLC, he has worked directly with auditors and firms for over 25 years to transform their operations for auditing in the future, achieve efficiency and effectiveness, and surpass client expectations. He is also a nationally recognized consultant, educator and speaker, and guides his clients and their staff through uniquely designed programs and assessments with a future-focused, reality-based approach. Having led innovation for the profession as a firm partner, director, and AICPA executive, Anderson continues to advance insight and dedicate himself to driving accounting firm excellence. He recently led the AICPA/ Rutgers Data Analytics initiative and served as advisor to the AICPA and their Audit of the Future initiatives.

I helped others plan ahead but it took a personal tragedy to put my own succession plan in place.