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Lisa Benson is chief regional officer of Western markets at firm network HLB International. With two decades of leadership in the public accounting industry, she focuses on finding new ways for HLB to bring innovative thinking, profitable ventures, and superior relationship building to the network’s member firms.

“We’re going from a Civic to a Cadillac,” advisor says of the move.

Taxation of retirement plan distributions and Social Security benefits remains unchanged under the new tax law, but retirees are likely to see an increase in after-tax income.

Chris Byers is CEO of Formstack, a data management vendor that helps users collect information through various types of online forms.

Advisors should consider how they are preparing for a rising rate environment.

First Federal Savings Bank of Champaign-Urbana moved its investment services business to LaSalle St. Securities in a bid to deepen relationships with the back-office staff supporting the business.

A recent scam involved a fake signature from FINRA CEO Robert Cook.

The high-net-worth and ultrahigh-net-worth segments are growing globally “faster than we can grow advisors to cover them.”