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Contrary to industry chatter, the new standards will likely benefit advisors working with actively managed funds, Michael Kitces writes.

The SEC's June 2016 settlement with Merrill Lynch was one of its biggest cases of the year by dollar amount.

Gary Hayslip is chief information security officer at Webroot, a cybersecurity and threat intelligence services firm. He is the former CISO for the City of San Diego, Calif., and has over a decade of experience in the CISO role.

Julie Lubetkin is vice president of marketing, channels and partnerships at sales tax compliance solution provider Avalara.

Andrew Johnson, CPA, is managing partner of Peisner Johnson & Co. LLP, a tax consulting firm focused solely on state and local taxes.

Robert D. Flach has been preparing 1040s since 1972, and has been writing the tax blog “The Wandering Tax Pro” since 2001. He also writes “The Tax Professional,” and has written a number of books on tax planning and preparation.

Giving securities that have appreciated in value allows investors to claim a deduction and avoid capital gains taxes if they opt to sell the shares.

Workers would have to pay taxes on their contributions to an employer's sponsored 401(k) plan under the Trump administration's tax proposal.

John Nye is vice president of cybersecurity at CynergisTek, and an expert on information assurance, security auditing, policy compliance and writing, and security analysis.

The broker persuaded clients to write checks payable to him, the regulator claims.