The Latest

Chloe Webb is a senior associate with the Washington National Tax Group, Compensation and Benefits, at RSM US LLP.

Christy Fillingame is a senior director at RSM US LLP.

Vannessa Gennarelli, principal of Fortuna and author of "Surviving Change at Work," shares how leaders can captain an acquisition.

Joni Andrioff is a lawyer at the Washington National Tax office of RSM US LLP.

Jules Levenson is senior counsel at Seyfarth Shaw LLP in Chicago. He represents employers, benefit plans, and plan sponsors in a wide range of employment law matters, with a focus on a range of employee benefits litigation matters.

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.