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The IBD’s parent has increased its investments in advisory services while other insurers exit the space.

Deciding between a home equity line of credit and cash out refinance mortgage has gotten more complicated following the recently passed tax overhaul.

Short interest on the largest ETF tracking the S&P 500 is the lowest level on record.

With lowered surcharge thresholds effective this year, strategies to manage the bite are a way for advisors to add client value.

Convert property taxes into charitable donations? Sue the federal government? How officials in California, New York, New Jersey and Connecticut might fight new caps on state and local tax deductions.

The law allows clients the ability to make tax-free withdrawals for elementary and secondary school expenses.

Ernie Crawford is president, CEO and founder of Crawford Technologies.

Martha Notaras is Managing Partner at Brewer Lane Ventures, investing in early stage insurtech and fintech companies focusing on full stack solutions, technology that enables incumbents, distribution, and leveraging data to predict risk. Brewer Lane Ventures has invested in Socotra, Ladder Life, Avibra, and Cape Analytics. Prior to joining Brewer Lane Ventures, Martha was a Partner at XL Innovate, investing in insurtech startups including Lemonade, GeoQuant, Cape Analytics, Slice Labs, and Pillar Technologies. Martha serves on the boards of Palomar Holdings, Inc. (NASDAQ: PLMR) and ATTOM Data Solutions.

Srinivas TK is director of the Global Technology Office at Cognizant. Srinivas is responsible for increasing mindshare of the emerging technology work done in GTO and its labs, thought leadership dissemination, and managing the showcase center for GTO where emerging technologies are displayed in action.

Aan Chauhan is the chief technology officer at Cognizant Technology Solutions. He is responsible for spearheading technology excellence throughout Cognizant. Aan also drives the company’s emerging technology agenda through its Global Technology Office (GTO), overseeing pioneering work in such areas as cognitive computing, artificial intelligence and machine learning, human computer interaction, connected ecosystems, hyperscale computing, quantum computing and robotics and intelligent automation.