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Larry Marietta, CPA, is the founder and president of
Marietta CPAs , an Indianapolis-based firm specializing in small business and strategic advisory services.February 28
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Bridget Haile is the chief customer officer at Summer, a fintech startup and certified B corporation on a mission to simplify student debt repayment and forgiveness. After years spent at the intersection of finance, tech, and human advice, she is passionate about using technology and empathy to make complex financial systems more accessible and understandable for everyone. Previously, Bridget led the Client Experience team at Ellevest, an investment platform designed to get more money into the hands of more women, and she is a graduate of Harvard University.
February 28
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The tax authority is drafting final regulations that would require crypto brokers, including exchanges, to report detailed information on their clients' transactions.
February 28
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Is it possible to keep saving for retirement after you've lost your job? A former tech worker in New York asks the experts.
February 28
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When it comes to growth, a stalled advisory practice isn't a sign of failure. Pushing your firm to the next stage is a matter of learning to optimize your business.
February 28
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An industry report finds the largest independent brokerage, with its supported independence offering, had the biggest net headcount gain last year.
February 27
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AlTi Global's massive infusion from Allianz X and Constellation Wealth signals one of many potential paths for new sources of capital into the industry.
February 27
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As optimism about potential Fed rate cuts fades, attention — and inflows — shift to bonds.
February 27
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U.S. adults are intensely worried about their finances — and their kids are even worse. Here's how advisors can help, and foster new clients in the process.
February 27
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Megan Smith is the head of human resources for SAP North America. Over the past five years, Megan has been deeply involved as an HR leader in SAP's acquired cloud businesses in North America, the Head of HR for SAP Canada, and in 2022 expanded her responsibilities to assume the role of Head of HR for SAP North America.
February 26
