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Industry watchdogs stayed busy trying to root out elder fraud and off-channel communications while plaintiffs lawyers' questioned firms' sweeps policies and regulators' basic authority.

As Americans prepare for a more crypto-friendly government, do digital currencies deserve a place in their nest eggs?

The SECURE 2.0 Act contained changes to traditional and Roth individual retirement accounts and 401(k) plans that are being phased in over several years.

Whether for portfolio diversification or hedging against inflation, investors are set to take this precious metal to even greater heights in the new year.

Blending CPAs and CFPs into a team larger than the sum of its parts requires meticulous planning and client education.

Donovan Pyle is the CEO of Health Compass Consulting, chairman of the Validation Institute's Certified Health Value Professional advisory board and author of "Fixing Healthcare: How Executives Can Save Their People, Their Business and the Economy."

Joe LaMantia III is a partner at L&F Distributors, a beer distribution company that services 35 counties throughout Texas and southeastern New Mexico, employing more than 1,200 people.

Calvin Ayre is the founder of the Ayre Group, a venture capital firm focused on emerging technologies.

The bill now heads to President Biden's desk, but supporters and critics alike worry about how it will be funded.

Venkat Malladi is co-founder and CTO of Vymo, where he leads the development of next generation distribution management systems for financial institutions. Prior to founding Vymo, he was part of the Google Mobile team, where he developed multiple products based on location and maps.

At Vymo, he oversees product, engineering and design teams. He is passionate about using mobile, data and design led technologies to help solve problems related to productivity, information access and decision making. He regularly shares insights and learnings on building enterprise-grade products with a focus on end-user experience. Outside of work, he enjoys reading, cooking, philosophy, and cricket. He can be reached at venkat@getvymo.com.