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Michael Geller, CPA, is a corporate tax partner at Gursey Schneider in Los Angeles.

The case for active bond management is compelling, given increased market volatility and persistent economic uncertainty, argues the president of Toews Asset Management.

With recent changes to tax law, non-grantor trusts have become attractive vehicles for gaining tax efficiencies, such as when making charitable contributions.

Executives from some of the largest firms in the channel — Ameriprise, Kestra Financial, Cetera, LPL Financial and Osaic — discuss how clearing and custody fits into their approaches to recruiting and retaining financial advisors.

Nash Qadri is the Vice President of Product Management & Development at Applied Systems, where he leads product and engineering teams focused on financial management, automated accounting, and payment solutions like Applied Pay.

Julia Jakimenko is the founder and CEO of Cyberette, an Amsterdam media forensics company backed by Rabobank and a member of NVIDIA Inception.

View the exclusive research from Financial Planning's latest annual study of brokerages whose financial advisors aren't employees of the firms — and sort and compare data across the past 15 years.

The printable PDF includes rankings based on the firms' 2025 revenue as well as the number of financial advisors, compensation, total client account assets and more.

In a constantly changing industry, clearing and custody fees defy generalizations. The largest independent broker-dealers present financial advisors with the choice of working with a "self-clearing" firm or one that outsources those essential services.

Emelie Fritz is workplace well-being director at Lifesum, where she works at the intersection of health, behaviour change and workplace culture. She regularly comments on employee wellbeing, workplace trends and the habits shaping how people live, work and perform. Through her work, she helps organisations, including GE and PayPal, better understand the relationship between health, productivity and long-term well-being.