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The bank subjected the advisor to disparate treatment and made conditions so intolerable that he had no choice but to leave, the advisor claimed in a lawsuit.

J.D. Power broke down self-directed investors into two categories for the first time, making the results especially instructive for advisors.

Many of those selected have focused their careers on helping women thrive in an industry where nearly 90% of the managers are men.

After his big score with Banyan Partners four years ago, the dealmaker faces a much more competitive market.

Laurel Loomis Rimon is a partner with the law firm Jenner & Block. She serves as a co-chair of the firm's Fintech and Crypto Assets practice, and is the founder of its Payments practice. She is a former federal prosecutor.

While it offers a hefty tax deduction for pass-through income, an expert says the rules are a "convoluted mess.”

Chris Laumans is product owner at Adyen.

Ookeditse Kamau is a group internal audit manager - IT and projects - at Letshego Holdings Limited.

There are only two ways to transfer IRA assets tax free in a divorce proceeding.

Chuck Ruzicka is a Vice President of Research and Consulting at Novarica. Prior to joining Novarica he served in a series of senior technology management positions at major insurance and financial services firms and has most recently been an independent consultant. His prior experience includes Liberty Mutual where he was CIO /SVP of their Agency Markets division and subsequently responsible for global infrastructure software and security. Chuck also was CIO at several regional insurance companies and was Vice President at Progressive Insurance where he was responsible for financial system architecture, billing, divisional policy and financial systems. Chuck holds an MBA in Finance from the Ohio State University.