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McGinnis is vice president of national sales for The Word & Brown General Agency.

Even though MiFID II doesn't go into effect until Jan. 3, executives have complained they still lack clarity about its rules.

To build a portfolio that is balanced and robust, advisers must calculate true risk while incorporating what makes each client unique.

Ron Wyden is a Democratic Senator from Oregon.

Larry Shumbres is the chief revenue officer of Totum Risk in Atlanta.

John Hoeven is a Republican Senator from North Dakota.

Steven J. Ramirez is CEO of Beyond the Arc, Inc., a customer experience and advanced analytics firm recognized as a leader in the field of customer experience. They help financial institutions strengthen customer relationships and differentiate themselves in the marketplace. The company's social media data mining helps clients improve their customer experience across products, channels and touch points.

Health savings accounts have soared in popularity, but providers are adding layers of fees.

Advisor Jonathan Swanburg has insights for advisors with clients affected by natural disaster.

Elizabeth W. Manus is an editor and writer based in New York City.