The Latest

A discussion about how AI is transforming wealth management focused on current applications, next-level concerns and where the tools fit in an advisor's workflow.

Larry Bradley is the global head of audit at KPMG.

After the regulator's report raised questions about fairness to investors, PIABA is seeking new rules that would require advisory firms to make it easier to file complaints.

Kevin Sweeney is a former federal tax prosecutor. He is currently a shareholder in the Philadelphia Office of Chamberlain Hrdlicka, where he focuses on IRS audits, civil and criminal tax litigation, white-collar criminal defense, and corporate investigations. He may be reached at ksweeney@chamberlainlaw.com.

John Kirbo is a senior counsel in Chamberlain Hrdlicka's tax controversy practice in Atlanta. He has a background in business transactions, as well as both civil litigation and criminal defense, primarily in federal district court. He is skilled at solving complex problems for clients through litigation or other more creative means. He may be reached at john.kirbo@chamberlainlaw.com.

Tom Cullinan is a shareholder in Chamberlain Hrdlicka's Atlanta office. He works in the firm's tax controversy group, focusing on tax, tax controversy and litigation. Before joining the firm, he worked at the IRS, serving as the counselor to the IRS commissioner and then as the acting IRS chief of staff. As relevant here, while at IRS he co-led the creation of the Office of Promoter Investigation. He may be reached at tom.cullinan@chamberlainlaw.com.

Naratil thinks Lightyear Capital can offer the capital and expertise firms need on their way to IPOs.

Aaron Parker joined the MJ Insurance team in 2017 as a client executive in the Risk Management + Commercial Insurance department and has since been promoted to Vice President, Client Experience. A native of the industry, Aaron brings over a decade of extensive experience in enterprise risk management, claims, loss control and safety programs. Prior to joining MJ, Aaron worked as the senior insurance and risk manager for the State of Texas Office of Risk Management where he was responsible for leading the Insurance Services department and served as a consultant to more than 100 State of Texas government agencies and institutions of higher education.

At MJ, Aaron is responsible for the stewardship and strategic development of the MJ value proposition and delivering on all aspects influencing the overall client experience. Aaron acts as the internal conduit between the analytics, risk services, risk transfer and client advocacy teams to ensure seamless execution of client strategy while delivering exceptional customer service to clients.