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Cody Dixon is a managing director with Alvarez & Marsal Taxand in Dallas. He has over 16 years of experience helping clients design and implement tax technology solutions, including assisting clients across industries design and build digital solutions to automate key tax functions. He specializes in extracting data from ERP systems such as Oracle and SAP to transform for tax.

Ahead of TEFAF, a top art fair it will sponsor in New York next week, Bank of America shared why art matters to rich investors and what buyers can expect this year.

In what may be the firm's last earnings call before being acquired by private equity firm Clayton, Dubilier & Rice, CEO Rudy Adolf praised Focus' RIA partners.

Levels of concern rise above where they were during the 2008 financial meltdown.

The California TAMP's new producing advisors are hitting levels not seen since early 2022.

Offer value to financial advisor-adjacent professionals and prospective clients to distinguish yourself among a rapidly expanding cohort of FAs.

Edward L. Golding is a senior lecturer and executive director of MIT Golub Center for Finance and Policy.

For annuities, 2023 got off to an extraordinarily strong start. In the first quarter, the insurance products reached a record-breaking $92.9 billion in sales.

Plus, Holistiplan comes to Advisor Group and Bento Engine launches a new lead generator and a new tool