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Amit Ringshia is a principal in KPMG's New York Ignition office. He focuses on the design and delivery of technology solutions and has more than 16 years of experience delivering tax technology driven transformations. He is focused on innovating solutions in areas of tax data management, tax process automation and integration, tax analytics, digital labor and tax department collaboration. He is responsible for assisting in technical aspects of projects including solution design, development, infrastructure, governance models, management and migration. He has architected solutions that integrate multiple tax technologies with company technologies to optimize efficiencies for an effective tax function. He leads teams with experience in software development and tax domain. He supports engagements by leveraging his technology and tax experience with project execution and delivery expertise. He has assisted engagement teams and their clients to enhance the utilization of technology in data collection, processing, analysis and reporting. In addition, he has delivered tax technology solutions that span the breath of tax department functions such as planning, compliance, transfer pricing, audits and provisioning for both direct and indirect tax functions. He is an active member of various tax and technology groups in New York City and is a regular speaker at various tax and technology conferences. He also organizes innovative technology sessions and trainings for tax professionals.

Equipping advisors with both soft and hard leadership skills can not only give them a morale boost, but also encourage them to stick around.

Greg Ryan is a Bloomberg News reporter in Boston covering the economy and politics of Massachusetts.

Gryphon Wealth will keep Wells Fargo Clearing Services as its custodian in a deal that brings in tech support from TradePMR, a firm acquired by Robinhood in 2024.

If wealth management clients have children who are recent college graduates, pointing them in the right direction on their first 401(k)s helps build strong connections with two generations.

Subscribers to Financial Planning can earn one continuing education credit toward recertification by successfully completing the 10-question quiz.

Max Flötotto is a senior partner at McKinsey & Company.

Jon Steitz is a senior partner at McKinsey & Company.

Dennis Gannon is a vice president analyst at Gartner who works with research teams to address the shared challenges of finance leaders and bring that research to life in one-on-one and group interactions with Gartner clients. He is a regular presenter and keynote speaker at Gartner conferences and facilitates dozens of executive roundtables with CFOs and other finance leaders every year.