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FP's playlist gives financial advisors and clients a supersized collection of bangers about raking it in and making it rain.

Tracy LaLonde trains partners and managers on how to generate better engagement. With over 30 years of experience in training, consulting and professional development, she is on a mission to change the way firms engage with their teams. Reach her at info@joychiever.com.

The appointment comes as the storied Wall Street dealmaker seeks to build its ultrahigh net worth business while providing support services to independent advisors.

Younger investors are much more interested than older investors in charitable planning services, a Fidelity report found — and advisors should take note.

The Senior Citizens League anticipates a 3.2% boost to Social Security in 2024. But will it be enough?

A new model rates large banks on their efforts to develop and deploy artificial intelligence technology. 

Lee Reams Sr. is the co-founder of TaxBuzz, a vertical search engine and online community for taxpayers and tax professionals. In addition to being an expert on individual taxation and a respected speaker on tax-related topics, he has managed his own 600-plus client tax practice. He has served on numerous professional boards, including the California Tax Education Council, California State Enrolled Agent Society, and the San Fernando Valley Society of Enrolled Agents. He currently oversees a sizeable technical support forum, functioning as the tax research and answer guru for the profession's most complex tax issues.

Commissioner Danny Werfel's announcement of a massive effort "to ensure the IRS holds our wealthiest filers accountable" caught experts' attention.

Scott Syphax is CEO of Syphax Strategic Solutions, an advisory firm specializing in board governance, strategic planning and advisory services for national public and private organizations.