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Compliance expert Alan J. Foxman explains why a 1035 exchange might trigger increased scrutiny.

Sanat Rao, chief business officer and global head for Infosys Finacle.

Sanat Rao is chief business officer and global head for Infosys Finacle.

Seth Hanft is a senior associate at Porter Wright Morris & Arthur LLP. He works primarily in the area of employee benefits and executive compensation where he assists private and public companies, non-profit entities and governmental entities in all facets of employee benefit plan legal compliance, operation and administration.

The test will also be modified to account for the new tax law while aiming to plug leaks in the pipeline from college to CFP certification.

Black History Month is a reminder that effort is required for racial progress.

Frank Paré is the 2018 president of the Financial Planning Association and president and founder of PF Wealth Management Group in Oakland, California.

Retirement investors may want to adopt the billionaire's investing strategy if their risk tolerance allows them.

Lisa Tierney, CLSC is a certified life strategies coach, marketing strategist and a consultant to the accounting profession. She is a frequent author, speaker and facilitator of workshops. She is a member of the CPA Leadership Institute's Leadership Panel and an active member of the International Coach Federation. She can be reached at (215) 277-5756 or Lisa@CPAMarketingConsultant.com, or visit her website at www.tierneycoaching-consulting.com.

The RIA boosts its platform, loses top execs and faces wary advisors.