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As RIAs look to offer more holistic planning, many are partnering with CPA firms to deliver tax expertise without the cost and complexity of building it in-house.

Stephanie Ferris is the CEO and president of FIS.

Rare book collectors can sometimes see a healthy return on an investment, but advisors and other experts say the market is illiquid, and volatile — and books require careful storage and preservation.

Brett is a senior principal at Oliver Wyman's Chicago Actuarial Property and Casualty Practice. With a focus on innovation, he leverages predictive analytics to support growth, profitability, and transformative product design for P&C insurers. With more than two decades of experience in the P&C insurance industry, Brett advises insurance carriers on product design, pricing, and underwriting strategy, helping them respond to evolving risk profiles and changing customer expectations. His work spans personal and commercial lines, where he partners with clients to develop customer-centric products, optimize pricing frameworks, and enhance underwriting scorecards to improve risk selection and competitive positioning.

If you need to know where advisors stand, what they're earning, and where the industry is headed, this is the hour worth blocking on your calendar.

A recent report has found that the majority of cryptocurrency holders are aware transactions are taxable and want to comply, but struggle with actually doing so.

Women often evaluate financial decisions through the lens of community and relationships. Advisors who adapt their approach can improve retention and boost referral-driven growth.

Women now make up about 26% of financial advisors, but growth has stalled. Advisors say structural barriers are holding the industry back.

Steve Powell is a veteran executive in specialty and complex claims. His leadership spans global operations, forensic engineering, fire investigation, environmental and construction consulting, managed repair, catastrophe response, and property and casualty claims. He is a claims executive, and author of The Lighthouse Keeper, and is known for transforming claims operations into strategic assets, he advises insurers, TPAs, and global risk stakeholders on severity management, global claims strategy, and the future of the built environment.