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Education around these rules can prevent an increase in their tax bills.

Chris Harvey will oversee 420 advisers managing $110 billion in total client assets.

Nadim Malik is the founder and CEO of Sutton Place Strategies, a provider of data and analytics for PE and M&A professionals to optimize their business development efforts.

Planning is particularly complicated when accounting for stepparents and stepsiblings.

Caroline Hedges is a client relationship manager for Fairfield Financial Advisors in New York. She began her career in 2005 at Lehman Brothers and has worked in investor relations with hedge fund, money management and private equity firms.

As executives accept Trump's fiduciary rule delay, many have shifted their focus to compliance with the SEC's new reporting modernization regulation.

Jane King, CFP, is the founder and president of Fairfield Financial in Wellesley, Massachusetts. She was a vice president at the Massachusetts Investors Trust, and at The Keystone Group. King also served as a senior vice president of New York-based Integrated Resources.

With the cheapest stocks in major Asian markets, traders whipping around prices, and fewer institutional investors; the golden era is back, a manager says.

Sometimes they are bigoted. Others are rude. And some just aren’t a good match.