The Latest

Bryan Eberle is president of tax solutions at Nepsis, a national financial advisor and investment management firm.

He joined the firm prior to its acquisition of the full-service tax, accounting and consulting firm Sevenich, Butler, Gerlach & Brazil and was instrumental in planning for, and played a crucial role in, expanding Nepsis' tax program and merging the two entities.

The IRS and its partners shared a half-dozen ways to safeguard your firm and your clients during National Tax Security Awareness Week.

While at Schwab, Roberto Ortega worked with clients whose accounts held more than $1.5 billion. A lawsuit seeks to bar him from soliciting their business for his new employer.

In time for the season of giving, the new functionality allows those on the philanthropic planning platform to encourage others to join them in supporting causes they care about.

A former veteran UK-based planner and a behavioral analysis expert penned a practical guide for financial advisors on implementing "EI" into their practices.

The funds, although unlikely to be profitable on their own, are seen as a way to find clients for other services offered by Morgan Stanley.

Bob Marshall is co-founder and CEO of Whisker Labs. After a family member experienced a
devastating home electrical fire, Bob founded Whisker Labs to create Ting, a sensor and service
that helps detect and prevent electrical hazards before they can start a fire. The company is
partnered with over a dozen US insurance providers seeking to better protect their customers
and mitigate fire-related losses.

As an engineer, Bob is passionate about identifying crucial data that solves big problems – in
this case, Whisker Labs' network of 800,000+ Ting sensors is the most comprehensive data
resource on electrical fires today.

Consider this host of strategies to help clients keep more of what they earn.

Mentors encourage and inspire — sponsors take action to speed women's way up the leadership pipeline.

Health issues. Death. Politics. Some topics make for uncomfortable conversations, but financial advisors need to have them anyway.