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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.

In addition to talking Allspring's modern custom SMA and direct index platform, the industry veteran was happy to see everyone come together under the sun.