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The move comes amid UBS executives' acknowledgement that they're trying to strike a balance between keeping advisors happy and improving the profit margin for their U.S. wealth business.

Jay Zigmont is the founder of Childfree Wealth and Childfree Trust. He is author of "The Childfree Guide to Life and Money" and co-hosts the Childfree Wealth Podcast, where he drops expert knowledge with a dose of humor. His recent TEDx talk, "The Childfree Path to a Healthier Planet" explores how child-free living intersects with sustainability and long-term economic health.

More retirees are going back to work amid financial pressures and economic uncertainty, an AARP survey finds. Advisors weigh in on when "unretiring" makes sense.

Rafael Goldberg leads the Decision business unit at Sapiens, where he focuses on go-to-market, product strategy and overall operations. With broad experience across global software and consulting operations, Rafael has spent the last 12 years supporting clients implement and adopt enterprise decision automation systems.

The two organizations announced the Certified Home Equity Advisor credential, which will help financial professionals integrate home equity in retirement plans.

SyntheticFi co-founder Joseph Wang says his firm's investment and trading technology makes an options strategy long embraced by hedge funds more accessible to advisors and their clients.

JP Nicols is managing director of Alloy Labs, a member-led consortium of banks focused on applied insights and collaboration.

Jason Rahlan is the Global Head of Sustainability and Impact at Dayforce. He has previously held a number of roles in the public, non-profit, and private sectors. This includes time at Chobani, the Human Rights Campaign (HRC), the U.S. Department of State, and the U.S. House of Representatives. He is currently a member of the New York Stock Exchange (NYSE) Sustainability Advisory Council as well as a board member for the Center for Family Support (CFS) Foundation. He holds a Bachelor of Arts from American University and a Master of Science from Columbia University.

Elia Resch is director of partnerships at Digital Transformation Solutions. She is also the ecosystem acceleration lead at Cambridge SupTech Lab at Cambridge University.

New proposals in seven states could soon subject over half of all U.S. millionaires to targeted high-earner tax rates.