The Latest

Owning a home can bring tax benefits, as well as equity that can be used to create an income stream, but in some cases a rental can be a better deal for retirees.

Can your clients use the increasingly popular "still working" rule? Yes, but get a handle on the rules first.

Mike Trapanese is a Senior Vice President at VantageScore Solutions where he is responsible for strategic planning and alliances. Prior to joining VantageScore, Mike oversaw strategy and corporate development at the Federal Home Loan Bank of New York. In that capacity, he was instrumental in developing strategies, programs, investments, and policies to position the bank within the evolving housing finance supply chain. Mike began his career as a management consultant where he worked with some of the largest financial services firms in the world on their most pressing strategic challenges. He holds a MBA from the Wharton School at the University of Pennsylvania where he was a fellow in the Program for Executives and he holds a BA from Boston College.

Cory Costley is co-founder and chief product officer of Avizia, which partners with providers to deploy and power system-wide telehealth.

Ashley Mehrer, FSA, MAAA, is an assistant vice president in Products & Development for Unum.

Practices can almost get rid entirely of expensive outside accounting services.

Firms are still losing assets despite positive performance, according to Simcorp’s senior sales manager.

Terry Flynn is the senior sales manager at SimCorp North America, a provider of investment management software.

The certification tells clients you have their best interests at heart. After that, is the name of the school important?