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The tax advantages and a degree of flexibility have added to the appeal of spousal lifetime access trusts. But they aren't a fit for everyone.

Trent Sorbe joined First International Bank & Trust (FIBT) in 2023 as the institution's first chief payments officer. He previously held senior positions at four nationwide payment card issuers as well as the FDIC.

Jaspaul Saini is a principal analyst in Celent's North American insurance practice. He is a seasoned technology executive with extensive experience in leveraging data analytics and emerging technologies to drive digital transformation in the insurance industry. Jaspaul's areas of expertise include: enterprise data strategy, cloud data platforms and modernization, master data management and data governance, business intelligence (BI) and advanced analytics, insurance core systems transformation, martech, technology assessments and roadmaps.

His previous roles have included head of the data and analytics practice at Exavalu, insurance solutions principal for HCL; data consulting director at EY and Capgemini; and AVP of data and business technology integration at Zurich North America.

Jaspaul has a MSc in IT from the University of Warwick (UK) and a Bachelor's degree in electronic engineering from Birmingham City University.

Court decisions have opened up a whole new world of tax worries for college student athletes.

Alex Boand is the managing director of correspondent group sales at Pennymac

Abbie Tidmore is the Senior Managing Director and Chief Revenue Officer of Pennymac

States that do not assess the major taxes are more competitive than states with complex taxes with high rates.

Oden, head of U.S. wealth, private banking, asset management and premier banking at HSBC, was one of the first in the industry to build an online wealth management platform.

X-owner Elon Musk took to his platform to agitate for the elimination of the CFPB, a consumer protection agency.

Ximena Aleman is the co-dounder and co-CEO of Prometeo, a Latin America-based fintech infrastructure company.