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Mounting regulatory concerns and technology pressures have left advisors looking for outside help, new research shows.

Retirees can consider a Roth IRA if they want to leave assets that would not be taxed once inherited.

Daniel Kim, CPA, is co-founder and co-CEO of the cloud audit management solutions company, AuditBoard. He was formerly global head of audit for two multibillion-dollar public companies and has over 15 years of audit, risk, compliance and SOX program consulting with hundreds of pre-IPO and public companies.

Craig Clay is president of global capital markets at Donnelley Financial Solutions, a company that provides solutions to help companies better in compliance with rules and regulations.

There is something to be said for active managers in the age of Trump.

Matt Ruffalo is a portfolio strategist at Clarfeld Financial Advisors in Tarrytown, New York.

Figuring out how to build client portfolios now may leave advisors scratching their heads.

U.S. Bank hired an executive to lead the fledgling Business Owner Advisory Services group on a national level.

Henry Montag is a Certified Financial Planner who has been in practice since 1976, with offices in Long Island, N.Y. He is the founder and principal of The TOLI Center East, which provides independent consultative fee-based life insurance performance evaluations for trustees, their advisers, and high-net-worth individuals. He has lectured extensively on the proper utilization of financial products to the New York State Bar Association, the New York State Society of CPAs, the AICPA, and NCCPA. He has also appeared on Fox Business, Wall Street Week and News 12. He co-authored “The Advisors’ and Trustees’ Guide to Managing Risk and Avoiding a Client Crisis,” and a book for the American Bar Association, "The Life Insurance Policy Crisis." Reach him at henry@thetolicentereast.com or (516) 695-4662.