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Brian Reilly is an employee benefits consultant at Corporate Synergies. Board Secretary for the Westchester Human Resource Management Association (WHRMA), Brian specializes in helping employers find solutions for complex healthcare concerns.

Savvy Wealth CEO Ritik Malhotra said the tech-backed platform focuses on building tools not just for the advisor, but for every person helping them.

The outcome of the November election is likely to have a significant effect on interest rates, tax cuts and deregulation — in turn affecting client portfolios.

The deal marks the fourth purchase for CW Advisors since a private equity firm bought a majority stake in it last year.

Vice President Kamala Harris and former President Donald Trump have laid out widely divergent plans for handling the sunset date for many parts of the TCJA.

Yuval Teller-Hason is Director of Business Operations at Ledge, a finance operations platform that automates high-volume reconciliation with AI. Prior to joining Ledge in 2023, he worked for nine years in the Israel Ministry of Finance where he built economic strategy for the banking, capital management, and insurance sectors, led legislation efforts for open banking, and designed initiatives to develop the local payment market, including the creation of a new regulatory framework for payment service providers.

From hashtags to hyperlinks: Here are best practices for advisors who post on social media, from experts in the industry and the financial regulatory authorities.

The federal funds rate is currently at 5.25% to 5.50%, the highest in over two decades, but many financial advisors and analysts see that falling as soon as next month.

Industry experts say they can't recall another time when an advisory firm has used a lawsuit for a wholesale indictment of a rival's recruiting practices.

Matt Wood is the global head of finance and accounting outsourcing (FAO) at Personiv, responsible for delivering finance and accounting solutions to clients worldwide. He joined Personiv in 2016, bringing a wealth of experience from organizations including HireBetter, Dell and Princeton Recruiting Group, with a focus in recruiting and operations.