The Latest

Elyse Schupak is a policy advocate at Public Citizen.

Charles Schwab CEO Rick Wurster, IRS CEO and Social Security Administration Commissioner Frank Bisignano and iCapital's Chief Investment Strategist Sonali Basak made the list — see who else did.

Michael Rachesky is the regional vice president at Corporate Synergies, where he leads strategic initiatives focused on enhancing health plan performance and delivering innovative benefits solutions to employer groups across the mid-Atlantic region.

An increasingly popular form of lending enables financial advisors and their clients to offset capital gains and find other tax savings.

President Donald Trump is reportedly considering moving cannabis from a Schedule I to Schedule III substance. Experts say this could go a long way toward establishing the industry's legitimacy.

The One Big Beautiful Bill Act makes the opportunity zone program permanent and also introduces some changes in the real estate investor tax breaks.

Michael Nathanson oversaw Focus Financial Partners as it reorganized into five internal hubs. Industry experts say the long overdue consolidation still has far to go.

Paul Vigna is the managing editor of American Banker. He is an author, journalist, editor and speaker, with a particular focus on capital markets and cryptocurrencies. He is the author of The Almightier and Guts: The Anatomy of The Walking Dead and coauthor of The Age of Cryptocurrency and The Truth Machine. For 25 years, he was a reporter and editor for Dow Jones Newswires and the Wall Street Journal, pioneering coverage of the cryptocurrency sector. He has appeared on CNN, CNBC, MSNBC, Fox, and PBS.

Wealthy taxpayers in high-tax states like California, New York and New Jersey are the biggest winners, as are workers who collect tips or overtime, and seniors.

Yes, AI is saving many advisors time and helping them reach prospects. But some say the rapid rate of adoption and automation could put them out of a job in the future.