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Virtual client meetings have boomed since the COVID-19 pandemic, but advisors say the digital shift is far from over. Here's how virtual advisors are getting ahead of the curve.

Benjamin Littell is a director at Stout. He has over 15 years of experience providing cost segregation, capitalization, and construction administration services to both public and private sector clients. Prior to joining Stout, he spent 10 years working in capitalization and cost segregation at Ernst & Young LLP and eight years working as an architect at Francis Cauffman Architects.

Paul Atkins said he doesn't like regulation by enforcement, a message that broker-dealer groups have spent the last several years longing to hear.

Lack of awareness, fear of mistakes and penalties, and the cost of filing are preventing many families from claiming millions of dollars in tax credits.

The broker-dealer alleged that a FINRA arbitration panelist who helped hand down the landmark penalty should have recused herself after reaching a similar conclusion in a case involving the same embattled broker.

Gabriel Kaplan of Wealth Habits used to give his virtual assistant around 20 hours per month of work. AI tools in his tech stack have greatly reduced that amount.

Paul Brody is the founder and CEO of Nightfall Networks, a blockchain technology company.

Conventional wisdom says that financial advisors choose to work in areas based on factors like the presence of wealthy families. That doesn't seem to be the case in a post-pandemic world.

Brooke Ybarra is senior vice president for Innovation and Strategy at the American Bankers Association.  

The bill would levy a 5% tax on remittances for noncitizens and foreign nationals, on top of a roughly 5% to 10% fee already charged on the payments.