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"This will be the best economy of our lifetime," said one financial advisor in an unusually upbeat Arizent survey.

A rapidly growing number currently use models suggested by a broker-dealer, TAMP, asset manager or third-party strategist provider without modification.

Eric Fairchild is a Managing Principal with Capco and leads the US Insurance Delivery Practice. The majority of his career has been spent as a management consultant for Retirement, Life and Annuities companies leading large and complex programs including policy administration systems implementations, book of business migration/conversion projects, large scale capability transformations, and agile transformations.

Kristine Miller is a principal consultant with Capco.  She has over 20 years of experience in Financial Services designing and implementing innovative and results driven solutions that accelerate outcomes to complex challenges.

Harrup Singh is a seasoned Consultant with Capco based in New York City. He possesses a Master's degree in Space Systems Engineering, and has focused his career on driving large-scale transformations, optimizing post-merger integrations, and delivering sophisticated system solutions.

Financial planner Rory Henry and contributors compile a guide to the skills, services and larger changes needed at CPA firms to branch into the field.

Paul Atkins has a long history of criticizing industry watchdogs for what he considers regulatory overreach and is expected to take a light hand with the crypto industry.

Net income in the firm's U.S. wealth business revives following losses related to its City National subsidiary a year ago.

The essential IRS rules regarding the downsides — and potential benefits — of earning extra cash on the side.

Chris Grellas co-founded ProsperPlan Wealth in April in Gold River, California, and is seeking vendors who will communicate well with one another.