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Advisors and industry experts say a historical perspective of the past and a long-ranging view of the future are key in this moment of change.

Changes in the makeup of wealth will push the industry to work with more female clients — even if it isn't ready to do so, financial advisors and executives said.

Between the coming sunset of the Tax Cuts and Jobs Act, the presidential election and a host of other factors, this is shaping up to be a tough year for advising clients.

The Internal Revenue Service issued final regulations on consistent basis reporting between an estate and a person acquiring property from a decedent.

Anastasia Su is a marketing specialist at Synder. As a content creator and Synder expert, she focuses on integrations between accounting software such as QuickBooks and Xero, and various payment platforms and online marketplaces, including Stripe, Shopify, and Amazon.

Jim Rourke and Michael Liu will serve as co-heads of private client partnership development, linking Bank of America's investment bank, Merrill and the firm's private bank.

Demand from retail investors for the closed-off securities has boomed, with private markets now worth more than $13 trillion.

The firm raises its predictions after finding that fewer customers are shifting cash in pursuit of higher yields.

Kathleen Greer is the founder of KGA, Inc., a leading provider of Employee Assistance and Work Life Programs. Kathy's career has been dedicated to reducing the stigma of mental health by delivering innovative wellbeing programs that address the challenges faced by employees and managers. As a senior advisor to the National Behavioral Consortium, Kathy continues to champion the work of top-tier EAPs across the country.

Stephen T. Romano is the founder of Romano Strategic Communication and has more than 25 years' experience developing branding, messaging, and marketing communications programs for American Express, Honeywell, Keurig, MIT, Texas Medical Center, KGA, Cleveland Clinic, Hewlett-Packard, the Smithsonian, and other leaders. His articles have appeared in Newsday, The Boston Herald, People Magazine, EBN, and various trade and industry publications.