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The White House is considering throwing its weight behind a push to increase a capital gains tax exemption for primary home sales.

Beyond numbers, data and spreadsheets lies the real value of financial planning: building human connection to help clients reach their goals.

Mainul is the founder and CEO of Ellipsis Health, whose clinical AI agent Sage is already working alongside care teams to automate outreach, continuously monitor high-risk patients between visits, and surface actionable insights that help care managers prioritize the right interventions at the right time. A prominent voice in the CMS Health Tech Ecosystem, Mainul is a signatory to the White House-backed pledge to build responsible, interoperable conversational AI. He was a Rockefeller Fellow and a contributing member of the World Economic Forum. Mainul has shared his vision for the intersection of technology and human empathy as a lecturer at Stanford University, the University of California, and the Indian Institutes of Technology.

Altruist has earned legions of fans among financial advisors for sleek technology and low, clear fees. But its critics question whether that is enough to catch up to the giants that have dominated the business for decades.

As clients ask advisors for help navigating caregiving resources, advisors who are able to provide trusted referrals may find clients return the favor with referrals of their own.