The Latest

The threat of a government shutdown receded Friday, but the IRS would nevertheless still operate during tax season, even at lower capacity, in the event of a shutdown.

Retirees are living longer than ever, but the wealth management industry is far from unanimous about how to plan around that fact.

Nick Bernardo is the founder of OnBord, an onboarding compliance automation tool.

A certified financial planner (CFP), he has spent the last 25 years in the financial services industry, including as a family wealth planner.

More than a half dozen new domain names are aiding Pat Brown of Creative Planning in reaching across niches as part of the evolution of NIL and money education.

Stifel pulls a $1.35 billion team from Raymond James, while LPL draws from Edward Jones and Wells Fargo, in advisor moves this week.

Jesse Silvertown is the principal at The Ledge Company, a forensic accountancy specializing in select M&A and high-profile public disputes. Previously, he was the first CFO at a high-growth, venture capital-backed startup and an executive at Ernst & Young, where he chaired various forensic sectors, including sports, media, technology, entertainment, private equity and M&A sectors (East Coast). He is based in New York City.

Prasad Barri, CPA, CA, CMA, is a tax advisor, financial analyst and accounts manager at Saicedar LLC who focuses on U.S. business structure consulting and tax planning.

Chris Purves is president of Greenfield Insurance Agency, which offers insurance programs for both for-profit businesses and nonprofits. With an understanding of the unique challenges faced by small businesses, Purves enjoys servicing these companies and offering coverage to help through uncertain times. Greenfield Insurance provides coverage for general liability, property, workers comp, directors and officers, cyber liability, employment practices, professional liability and more.

Mike Capelle, co-founder and CEO of Modern Wealth Management in Monterey, California, is in charge of the tech stack at the $6.1 billion AUM firm.