The Latest

Studies on the "buy, borrow and die" strategy and state-level taxes reveal the complexities involved with extending the Tax Cuts and Jobs Act by the end of 2025.

The Carson Group's chief strategy officer talked about moving AI from the back to the front office, keeping the humans in the loop, solving cybersecurity concerns and where she thinks AI is headed in the industry.

Dan Johnson is the managing director at F2 Strategy, a wealthtech management consulting company serving complex wealth advisory firms. 

Max Bonici is a partner in the financial services practice at Davis Wright Tremaine LLP

Chris Corrado is CEO, Americas for Squirro. Corrado has extensive experience in scaling companies as well as building and operating technology platforms on a global scale. Prior to joining Squirro, Corrado was CIO at CardWorks, a leading credit and payments company, where he was responsible for data, technology and digital. Before that, he was CEO at Sitehands, the world's first IT field services marketplace. He also served as chief operating officer at the London Stock Exchange Group and held CXO positions at leading financial institutions such as MSCI, Morgan Stanley, Deutsche Bank, Merrill Lynch and UBS. His background also includes scaling companies in the telecoms and e-commerce industries including Asurion, eBay and AT&T. In addition, he was an Advisory board member for Crypto.com.  

The country's only public Major League Baseball team is facing off against the Tax Code in a lonely battle over player pay that threatens to cost it millions.

UBS and RBC lowered their payout rates for advisors on the low end of the revenue production scale.

Market turmoil is likely to weigh on many advisors' take-home pay this year. Couple that with changes some firms have made to their compensation grids, and some advisors are in for a double whammy.

Agreements from LPL Financial and Betterment top a host of merger and acquisition activity that has jumped since the start of this year.