The Latest

Anastasia Atamanchuk, CPA, is a tax partner at Gursey Schneider in Los Angeles. She advises individuals, partnerships, trusts, and S corporations on a range of tax planning and compliance matters.

Wook Lee is the CEO and founder of EDENA Capital Partners.

The new IRS Tax Withholding Estimator accounts for changes to tax credits and deductions introduced by the One Big Beautiful Bill Act.

"Retail investors have learned not to pay attention to the noise," said Rick Wurster from the sidelines of the Future Proof wealth management conference in Miami Beach.

A FINRA arbitration panel ordered Eileen Cure to pay back recruiting-loan debt and more after she was let over a "no Blacks" order she sent to her staff.

Mike Wilson is co-founder and CEO of Hamachi.ai, a regulatory-first AI platform built for investment advisors and asset managers. He previously led AdvisoryWorld, helping advisors harness data-driven portfolio insights and investment analytics at scale.

Louis Chesney is the Neurodiversity Program Manager at RethinkCare, a RethinkFirst company, where he helps employers strengthen their neurodiversity efforts and create better pathways of support across their workforce.

Nearly half of advisors polled said they use the AI tools in their practice. But the experts behind the survey estimated that the number is already much higher.

Journey Strategic Wealth President Penny Phillips said advisors who broke off from wirehouses and large brokerages are now returning to big firms. The winners will be partners who can welcome them without compromising their independence.