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Lex Boost is the chief executive officer of Leaseweb USA. He is responsible for the development and execution of Leaseweb’s core vision and strategy across the United States. With over 20 years’ experience in the digital industry, he has gained leadership experience from a broad range of organizations and cultures, including both B2B and B2C markets, in startups, as well as large corporations.

Paul Gaynor is the global technology and alliance consulting leader at PwC with responsibility for setting PwC’s network technology and alliance consulting vision and strategy. With more than 25 years of experience at PwC, Paul has provided a broad range of financial, operational and technology consulting services to the firm’s clients in the areas of finance transformation, working capital optimization, ERP implementation and risk management.

Making sure what we say and what clients hear has been a trial-and-error process, but one that’s yielded useful results.

Ensure their contributions don't exceed the limits to avoid a penalty tax.

The team joins Raymond James’ burgeoning brokerage ranks, which recently hit 7,862 independent and employee advisors.

What advisory firms need to know about getting the most out of their team.

Ed Zollars, CPA, is an instructor at Kaplan Financial Education and a frequent contributor to the site Current Federal Tax Developments. With more than 30 years’ experience as a CPA and tax expert, he is a graduate of Arizona State University where he received the Moeur Award for academic achievement.

It could be the most significant update to advisor standards of conduct in years.

Brian Radin is president of Comdata's prepaid and payroll card business.

Scott Reese is chief technology officer at Harbor Retail.