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The media mogul is in court to allow him to change the terms of a trust — but it's not that easy.

Joseph R. Mason is a fellow at the University of Pennsylvania's Wharton School and an academic affiliate at the BVA Group. Dr. Mason was previously a professor of finance and the Hermann Moyse, Jr./Louisiana Bankers Association chair of banking at Louisiana State University, a senior financial economist at the Office of the Comptroller of the Currency, and a visiting scholar at the Federal Reserve Bank of Philadelphia and the Federal Deposit Insurance Corp. He holds a doctorate in economics from the University of Illinois at Urbana-Champaign.

Stifel chief executive Ron Kruszewski said surging markets have forced firms to be particularly choosy about which advisors they try to poach from rivals. That may change this year.

Billy Angelo is the managing partner of Angelo & Associates, a CPA firm focused on businesses in the professional services sector. He has been in the accounting industry since his graduation from the University of Delaware, and currently lives in New Providence, New Jersey with his wife and four children.

For accountants with clients with multiple entities, one of the biggest bottlenecks is in multi-entity consolidation, especially family offices. How can you, as their trusted advisor, help combat the issue?

Amy Marcum is manager of client implementation at Insperity.

The industry self-regulator is also concerned about third-party vendors, anti-money-laundering policies and whether certain annuity products are in clients' best interests.

Avantax acquired Sweeney Kovar, and Marsico Financial Group bought Care Accounting.

Firms are deploying new tools to create campaigns and track how effective their marketing spending is, but the core concept of connecting directly with clients and prospects on a human level hasn't changed.

The first-of-its-kind survey of the channel showed that among directors, women can expect tens of thousands of dollars less than men in the same roles.