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Wendy Houser is the Chief Wholesale Officer for Markel Specialty, Chair of the Insurance Industry Charitable Foundation (IICF) Board of Governors, and past Chair of the IICF Southeast Division Board of Directors. Houser spent 10 years as a wholesale broker before joining Markel. She was promoted to Regional President in 2014, then served as Chief Territory Officer for the West. She is also a veteran of the U.S. Navy and Navy Reserves.

Fifteen states are reducing either individual or corporate income taxes this year, with some states trimming both individual and corporate taxes, among 34 states starting the year with significant tax changes.

Matthew Leaney is the chief revenue officer at Silent Eight.

Uri Rivner is co-founder and CEO of Refine Intelligence.

Both sides say no deal is happening, but rumors are swirling about the owndership of Ken Fisher's eponymous firm.

Chris Dunn, CPA, is chief accounting officer at the Palisades Group.

Fraser Armstrong-Watters, CFA, is chief financial officer at the Palisades Group.

The trends we saw pick up speed last year, like AI-aided advising, will gain momentum and force this year — the advisors who adapt them will be better positioned to attract next-gen clients.

For clients who care about social impact in their portfolios or financial plans, this relatively young designation can help an advisor deliver more value.

Social Security is getting a 3.2% boost this month — but retirees' expenses have risen by more than triple that rate since last year.