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Sara Dressler serves as the CEO, and was previously director of operations, at Indigo Marketing Agency, a full-service marketing consulting firm serving financial advisors.

Take Financial Planning's latest self-study continuing education quiz for an hour of credit toward maintaining professional certifications.

Robin Hughes is the president and CEO of Housing Partnership Network.

Independent financial advisors get a lot of flexibility, but a study by Deloitte and Wells Fargo FiNet delves into the complexity of expanding successfully.

AI-powered search results have changed how SEO works. Simple tweaks can help financial advisors and their firms show up much more frequently in no-click search results, experts say.

Anthony Woodward is the co-founder and CEO of RecordPoint, an innovative, fast-growing Australian SaaS solution focused on helping organizations discover, govern, and control their data for tighter compliance, more efficiency, and less risk. With a background in both technology and the law, Anthony has also held positions at Unique World, Commander, and Freehills. He also co-hosts the FILED podcast and writes the FILED newsletter, focusing on the intersection of data privacy and governance. Anthony is regarded as one of the leading thinkers on the intersection of data and privacy.

Merrill is also adjusting the incentives it gives advisors for steering clients into banking products.

Buddy Bockweg founded Vsimple after a 20-year-career in the construction industry. Vsimple is an AI-powered platform that helps businesses centralize their workflows.

One of the most lucrative tax breaks corporate America won in Trump's economic legislation is hitting a roadblock in a minimum tax Congress set three years ago.