The Latest

The agency and the Treasury Department two-year reprieve gives retirement advisors time to prepare — and a preview of upcoming guidance about Secure 2.0.

Shawn Degnan leads Cross Country Consulting's National Accounting Advisory practice and the Washington, D.C. office, where he is responsible for the overall strategy, client delivery and people, as well as practice and business development. In this role, he guides service delivery for private and public companies, ranging from growth-oriented venture capital and private equity backed businesses to Fortune 500 companies. He brings more than 20 years of experience advising clients on complex technical accounting issues and strategic transactions, including initial public offerings, mergers and acquisitions, carve-outs, and spinoffs. Prior to joining Cross Country, he spent nine years at MorganFranklin Consulting as managing director and commercial market leader guiding all aspects of the firm's commercial practice. He spent the first 12 years of his career with EY in its global capital markets and assurance practices leading delivery of both audit and advisory engagements for large, global SEC registrants and private companies.

Join us for a talk with Jennifer Povlitz, Division Director of U.S. Wealth Management at UBS, for a conversation on the state of talent recruiting in the industry and what firms are doing to win advisors.

Media-desensitized investors need help distinguishing between media information and inflammation. That's where a good advisor comes in.

Although nearly all investors in the firm's new survey said tax efficiency was important to them, just over a quarter of them have consulted tax professionals.

A new book by Harvard Law School professor and former SEC official John Coates warns of "a deep tension" threatening the American economy and politics.

Raymond James had scored the big team in May, before Securian's sale of its retail wealth business to Cetera closed.

Manish Khetan is president of strategic accounts at Xceedance, with 15 years of experience in transforming insurance operations. He leads the North America business and is responsible for business growth and service delivery at Xceedance. He focuses on identifying growth drivers, business planning, capability development, client relations, organizational learning and development, and alternate channels of expansion, including partnerships and acquisitions.

The planned sale marks another step for the Wall Street giant away from previous plans to work more with retail customers.

Even amid high inflation and an uneven stock market, millions of Americans still strive for FIRE — "financial independence, retire early." But to keep the dream alive, they've had to change it.