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The "in-kind" method allows investors to diversify highly appreciated stock without handing over a chunk of the profit to the IRS.

Bill spent 30 years at growth-oriented healthcare companies as a controller, chief financial officer and president. He's led multiple acquisitions ranging in size from a few hundred thousand dollars in revenue to hundreds of millions. Bill also led sourcing, due diligence, financing and financial integration for these transactions.

Andrew Duke is the CEO of the Online Lenders Alliance. He previously led the Consumer Financial Protection Bureau's Consumer Education and External Affairs division.

A recent study found that more than half of all new articles on the internet were AI-generated. How can advisors help their own content stand out when this deluge threatens to drown them out?

Under a new proposal, clients would have to opt in to receiving account statements and other documents in paper form.

Matt Bucklin is the founder of ExchangiFi, a capital markets platform that enables ETF issuers to raise seed capital through Section 351 tax-deferred exchanges. Previously, he founded Valley Cove Capital, a search fund focused on small business acquisition and growth. He is based in West Palm Beach, Florida.

Getting away from the office to create or revise a firm's concrete goals and teammates' roles can help RIAs tap into organic growth, experts say.

Emily Portney is the global head of asset servicing at BNY.

The U.S. and more than 100 other countries finalized an agreement that would exempt American companies from some foreign taxes.