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Signed into law last December and now partly in force, the sweeping retirement overhaul package presents new planning opportunities for millions of Americans and financial advisors.

The team, led by financial advisor Ting O'Connor, left because they were unhappy with Merrill's culture and wanted better working conditions for their support staff, a recruiter said.

The Internal Revenue Service has caught up on much of the pile of unprocessed tax returns, but it's still not back to normal.

Paul Graham is a managing director at Bridge 2 Partners. He has 35 years of commercial lending experience with a number of large U.S. banks.

Founder Mac Gardner and student leaders say they're trying to break down barriers from lack of financial literacy and knowledge of the profession.

The key is finding a way to handle increasingly complex compliance while continuing to serve clients effectively.

True Capital Management founders Doug Raetz and Heather Goodman merged into the multifamily office three years after an affiliate's capital infusion.

Paul Morris, a managing director in Merrill Private Wealth Management, was deposed about his relationship with Jeffrey Epstein at two other banks now facing suits alleging they knowingly benefited from sex-trafficking.

Michael Nadel is the Global Head of Insurance at Simon-Kucher, where he is focused on helping carriers, Insurtechs, and insurance service providers with monetization, pricing, product, packaging, and sales strategies. Michael has more than a decade of experience in insurance and financial services. His work includes optimizing pricing, value management, and operations for better performance, and leveraging game mechanics, AI and data analytics to future-proof distribution and carrier-agent models. Michael has an MBA from Northwestern University's Kellogg School of Management, an MSc in Information Systems and a BSc in Finance from Indiana University's Kelley School of Business.