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The AARP, the Chamber of Commerce, Cetera, Betterment, FPA, CFP Board, NAPFA, FSI and other stakeholders weighed in on the agency's rule proposal.

Angela Nelson is the VP of operations and executive director of clinical services at RethinkCare.

Greg Freeman is the founder and partner of Wellington Wealth Strategies.

He previously served as the founder and CEO of TrustWealth Strategies, which merged with the Wellington Group to form Wellington Wealth Strategies. Before founding TrustWealth, Greg solidified his reputation as a perennial Blue Chip and Top of Council producer for MassMutual. His experience includes a more than decade-long tenure as a partner and wealth advisor at WestPoint Financial Group.   

Joseph R. Matos is chief of communications, outreach & creative services for the Coalition Against Insurance Fraud.

Katie Thomas, CPA, is the owner of Leaders Online, which helps accounting and B2A (business to accounting) professionals increase their impact, influence and income through thought leadership and digital marketing.

The Internal Revenue Service has updated its frequently asked questions to offer more guidance on what kinds of components can be used in electric vehicles to qualify for tax credits.

The RIA custody landscape isn't what it used to be. And Tony Stich, chief revenue officer at Entrustody, says that is great news for advisors.

The wealth management industry continues efforts to confront long- standing diversity issues. But those putting in the work know there is a long way to go.

Grayscale Investments, the cryptocurrency-trust manager vying for U.S. approval to convert the world's biggest bitcoin trust into an exchange-traded fund, says Silbert has resigned as its chairman. He heads a related company that is the subject of lawsuits by U.S. regulators.

As wealth managers prepare for the new year, here are the kinds of solutions that are poised to run the table over the next 12 months.