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

Travis Hodges serves as Managing Director of Omnichannel Sales and Services at VIU by HUB, an omnichannel personal insurance brokerage platform. In this role, Hodges is responsible for leading Contact Centers, Claims, Service, Sales, Retention, and Multiple Distribution Channels for VIU by HUB.
With experience in P&C Sales at Nationwide, Hodges helped grow a $750M portfolio that includes Personal and Commercial Lines and was leader of a multi-site, multi-functional organization with P/L responsibility.

Amid UBS advisor exits, 25-year veteran joins Morgan Stanley

Given recent renewed interest in the medium, top enthusiasts' collections can be worth six figures. But quality generally beats quantity, and it pays to be informed about which rare pressings are most sought-after.

Donor-advised funds should be temporary vessels, not permanent endowments. Here's how financial advisors can keep them from becoming philanthropic dead ends.

Rich Guerrini said the bank plans to expand its advisor ranks by about 50% as it targets mass affluent and other new clients with personalized branch-based service.

The positive association between the largest certification in the planning profession and key client outcomes is adding to a growing field of research on the value of advice.

Eda Henries is founder and managing principal of Henries & Co. She is also one of 85,000 small-business owners in Small Business Majority's network.

Delicia Reynolds Hand is senior director of digital marketplace at Consumer Reports.

Having potential spouses on the same page regarding money before taking their vows can help stave off hurt feelings later.