The Latest

The Pinpoint Policy Institute's public campaign against the Institute for the Fiduciary Standard reflects a mysterious phase of the ongoing debate on private investments in 401(k) plans.

The new Schedule 1-A and updated instructions enable taxpayers to claim the new tax breaks for tips, overtime, car loans and senior citizens for tax year 2025.

Evan Falchuk is the founder and CEO of Family First, Inc., which provides tech-enabled expert caregiving advocacy as an insurance and employee benefit. Evan is formerly the President of Best Doctors, Inc., the pioneers of tech-enabled expert medical opinion as an insurance and employee benefit.

Jeffery Williams is a managing director and insurance industry advisor at Microsoft, focused on AI‑driven transformation across insurance and employee benefits. He leads Microsoft's LTCI strategy, helping insurers and partners reimagine caregiving, risk management, and long‑term care through technology.

Travis Topp, managing director at Stout, advises public and private companies on complex accounting and financial reporting matters, including capital transactions, IPOs, M&A, revenue recognition and new accounting standards. He founded Topp Advisory in 2021, where he built a practice focused on IPO readiness, SEC reporting and strategic transactions across industries such as technology, SaaS, consumer products, retail, and manufacturing. Previously, he held leadership roles at CNM LLP and KPMG, specializing in accounting and transaction advisory.

An increasing number of warning signs point to a potential dot-com-level correction. So, how can advisors adjust client portfolios now?

A Department of Labor rule adopted under the Biden administration had many brokers worried about their ability to work as independent contractors. A new proposal would roll it back.

The financial advisory firm initially sought an industrial loan charter back in 2020. It's the third company to receive the necessary approvals this year, joining General Motors and Ford.