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Vinicius Alves de Melo is a Brazilian accountant with over 14 years of experience helping small and midsized businesses improve their tax compliance, financial structure and operational efficiency. He is the CEO of Carlos Contábil, where he leads consulting projects focused on identifying fiscal risks, correcting accounting inconsistencies and strengthening internal controls. His work is especially focused on small businesses operating in high-risk environments.

Most successful firms outgrow their business model. Knowing exactly when to pull the switch can be tricky.

In our final installment on broker compensation in 2025, learn which firms are paying advisors with $2 million in annual revenue the most.

Andrea Ramirez is the senior director of the care team at Empathy, where she leads a dedicated group of professionals helping families navigate the challenges of bereavement. With a background in people operations and a commitment to compassionate leadership, Andrea is passionate about fostering work environments that prioritize well-being and empathy.

The headache of filing dozens of state or international returns due to the so-called jock tax comes with opportunities to tap into savings, experts say.

Matt Chisholm is senior vice president of business solutions at Commonwealth Financial Network, working to ensure that advisors have access to the consultants, programs and resources needed to build scalable, sustainable businesses. Previously, he was senior vice president of practice management and consulting at Fidelity Investments.

Record revenue wasn't enough to offset costly legal charges that the firm racked up in the first quarter.

Angela Abbott has spent over 20 years in the billing and payments industry and has dedicated more than half of that time to the insurance market. In her current role as AVP, Insurance at InvoiceCloud, Angela works closely with carriers and providers to ensure successful integrations of InvoiceCloud's cutting-edge electronic bill presentment and payment solution.

Rajat Dubey is an accomplished cybersecurity professional with 14+ years of experience in IT security, cyber strategy, risk advisory and security compliance for the insurance, banking & financial industries. He holds Masters of Engineering in Cyber Security-Policy and Compliance from The George Washington University, Washington D.C and a Master of Business Administration from Rotman School of Management - University of Toronto.

While AI search tools have the potential to provide advisors with additional time to spend with clients, experts say query results should be reviewed with a skeptical eye.