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The regional broker-dealer and investment advisor made veteran insider Anthony "Tony" Miller interim president as CEO Tim Scheve steps back. Here's what advisors considering alternatives to the wirehouses can expect from Miller's leadership.

Jalina Kerr, the managing director of client experience at Schwab Advisor Services, wants to make digital adoption easy for RIAs.

Dasle Hong is the Senior Manager of Employer Brand & Internal Communications at DailyPay. She is an innovative digital strategist with 10+ years of expertise in social media, employee engagement, and internal/executive communications. Dasle is passionate about cultivating connections between employees and a company through corporate philanthropy, employer branding campaigns, and authentic storytelling. Dasle is also a published author in the Oxford University Press textbook: Digital Strategies: Data-Driven Public Relations, Marketing, and Advertising.

A chief counsel memo says taxpayers who want to claim tax deductions for donating cryptocurrency need to first receive a "qualified appraisal" if the amount exceeds $5,000.

Cedarwood Financial Partners left Edward Jones after decades in an effort to carry out ambitious growth targets.

David Osborne is CEO of Caseware International, the leading software-as-a-service provider to the auditing and accounting industry.

The Internal Revenue Service pledged to improve taxpayer service this year.

Keith Lerner, co-chief investment officer at Truist Wealth, says now is not the time to go all-in on memes and crypto.

Shiela Mie Legaspi is a leadership expert, career coach, and the President of Cyberbacker, the leading provider of world-class administrative support and virtual assistant services from anywhere in the world to anyone in the world.

Sixty-two percent of women are delaying retirement or don't plan to retire at all because of inflation, according to research from Nationwide.