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Richard Loebl is senior counsel at Seyfarth Shaw LLP in New York.

The company that transitioned from risk to growth in 2023 ends the year with a big C-suite change.

Scott McFarlane co-founded Avalara in 2004 and is the company's CEO. Avalara started as a provider of digital sales tax compliance solutions in the U.S. and has grown globally to become a market leader in compliance automation software. Avalara's mission is to be part of every transaction in the world by automating the compliance journey for businesses of all sizes.

A pair of advisors caught up in long-standing recruiting litigation will lose money from an earlier FINRA award in order to pay penalties to their former employer.

A panel of representatives from several firms across wealth management discussed retention strategies at the CFP Board's Diversity Summit.

Called Powder and crafted by the minds behind Addepar's Navigator, the wealthtech startup wants to cut the old-school sales process from months to weeks by injecting AI into every step.

Richard Wickliffe, CPCU, ARM, CLU has been in leadership in the insurance industry for over 20 years. He has been a keynote speaker about unique fraud and insurance crimes at venues including a CPCU conferment and the FBI's InfraGard Counterterrorism conferences, where he received the FBI's Exceptional Service in the Public Interest Award. He's also the author of award-winning crime fiction, as well an upcoming non-fiction about insurance crimes. He can be reached at RLWickliffe@yahoo.com.

Caroline Savello is Color's President, leading the company's work with over 1500 private and public health organizations including employers, funds, plans, and government institutions. Prior to joining Color in 2018, she worked at Bloomberg LP in their global media business, and began her career at the Boston Consulting Group where she focused on global and public health. She is a graduate of Yale University with a joint B.A./M.A. in political science.

Both private equity-backed acquirers made deals to purchase billion-dollar advisory firms.

Planners and their clients can use the annual cost-of-living adjustments as a helpful reminder to consider tweaks to retirement savings and strategies, experts said.