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Rishit Shah is an accountant and in the CA Final level from India, the equivalent of a CPA final stage in the U.S. He runs a blog called TallySchool on accounting.

Rear Admiral Thomas Lynch is executive chairman of NewDay USA, a VA home mortgage company serving active service members and military veterans. He retired from the U.S. Navy after a decorated 31-year career.

Independent Financial Partners aspires to be a “very, very small agent for change.”

Women Aren’t A Niche Market

It's vital that planners recognize how women's planning needs are different from men's — while being careful not to lump them into a singular group.

The Invesco QQQ Trust dropped as much as 0.6% after Google’s parent company reported first-quarter sales below Wall Street estimates.

Charles Renner is a partner with Husch Blackwell LLP

As retirement horizons grow, the rich are less willing to focus on generational wealth transfers.

Since joining the firm more than a decade ago, Kristen Capuano says her team has grown five-fold and now "handles all of our performance reporting.”

The firm hopes the changes reflect its image as a “powerful, innovative and unified provider” of investment products, according to co-CEO Nico Marais.