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The avalanche of cases announced Friday included charges against a no-longer registered advisor and firm accused of misappropriating more than $20 million from clients.

Insurance, emergency savings and estate planning documents are among the topics advisors should consider reviewing with clients.

Part of clients' anxiety about this issue stems from the uncertainty of how much or how long such health care expenses will be incurred.

Emma is a writer and editor passionate about providing accessible, accurate information. Her work is dedicated to helping people of all ages, interests, and professions with useful, relevant content.

The Westlake, Texas-based firm called 2024 a transition year after faltering during the regional banking chaos in 2023.

If we establish a Bitcoin reserve, the U.S. taxpayer loses and the wealthiest Bitcoin holders win.

President Trump signed a series of executive orders after his inauguration, including a hiring freeze for federal government workers, particularly at the IRS.

We named the largest firms and honored those making an impact in wealth management and technology, among other recognitions in the last year.

Ben Conner is the CEO of Conner Insurance.

Kyle Krumlauf is director of industry analytics for CCC Intelligent Solutions, a cloud platform powering the P&C insurance economy, providing customers with information andinsights to help them manage their businesses. Kyle brings over 20 years of industry experience, having served in a variety of leadership and individual contributor roles at Nationwide and Grange Insurance. He has worked in claims, comparative rating, product management, competitive intelligence, commercial lines BI & Analytics, and Innovation.