The Latest

Julie Genjac is a vice president and managing director of Applied Insights at Hartford Funds. With over 20 years of experience, she helps financial professionals and teams optimize their practices by enhancing their efficiency and effectiveness. She is also a co-host of the Hartford Funds Human-centric Investing podcast, featuring thought leaders from inside and outside the industry.

Francisco Gil tried to claim his status as an independent contractor entitled him to tax deductions for travel, meals and marketing expenses. The IRS and a federal judge said he was in fact an employee.

The largest annual event for Black financial advisors drew support from some of the biggest names in the industry.

A government shutdown disrupts federal agencies and markets. Here's what advisors need to know to guide clients through the uncertainty.

Historic deal volume isn't slowing. Here are our guides for pricing your firm, buying a book of business, going independent and more.

Technology is moving quickly and retirement investing is now an individual responsibility, but the core purpose of a Wall Street career is still vital, the veteran banker said in an exit interview.

Donna M. Massanova is EBP Center of Excellence global lead at Makosi, where she is also a member of the company's Advisory Board. She retired as a partner from Baker Tilly with over 30 years of experience in public accounting. She built and led one of the largest employee benefit plan audit practices in the U.S. and spearheaded the Philadelphia market's construction and real estate practice.

Advisors who hone in on what makes the "forgotten generation" unique will be well-positioned to reap a $39 trillion windfall.

Merrill had sought a temporary restraining order to prevent members of a large Atlanta-based team who left last week from soliciting former clients for their new firm.