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Here’s what advisors need to know about the 20% qualified business income rule.

More than one third of the respondents (37%) save for emergency purposes, while 30% save to secure their retirement. See the reason that tops the list.

Steve Kotyk is the business development director for ARGO Healthcare Solutions, which offer workflow automation, machine learning and predictive analytic solutions.

Shwetal Covert is the director of healthcare for ARGO, which develops, installs and supports high-value technology and analytical-sciences software for the financial services and healthcare industries.

The regional BD's three hires come from Wells Fargo and Ameriprise.

Andrew Hunzicker, CPA, is CEO and founder and partner of Dope CFO. With broad experience providing executive leadership and business counsel to companies across industries including retail, manufacturing, energy, medical/bio and tech, Andrew co-founded Dope CFO and has built up a national cannabis accounting/bookkeeping training program to help students in over 25 states unlock a new world of clients. Andrew was runner up for Portland Business Journal's CFO of the Year in 2017, making him the first cannabis CFO to ever be nominated. He is an expert in cannabis startups, CFO services, turnaround and high-growth strategies, capital sourcing, mergers, exits and wealth protection.

Julio Gonzalez is the founder and CEO of Engineered Tax Services, The Growth Partnership, and ABLE CRM.

UBS wades into relative-value strategies with short-term structured notes

State Street and Goldman Sachs are planning a series of funds that would invest in everything from robotics to deep-sea exploration.