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The latest study tracking financial advisor movement from research firm Cerulli Associates suggests that employee brokerages must change with the times.

Matt Hasan is an AI strategy advisor with four decades of experience in financial services, including leadership roles at Deloitte, IBM Global Business Services and Capgemini. He writes on the economic and governance implications of AI integration across underwriting, pricing and risk management. He holds a doctorate in economics.

A well-intentioned tax move can push retirees over a Medicare income threshold, leading to thousands in unexpected annual premiums. Here's how advisors avoid these costs.

Emily Stabile is a partner at Phillips & Cohen.

Ryan Byrd is an account executive on the personal lines team at B. F. Saul Insurance with over 10 years of experience, both on the carrier and agency side. He specializes in high-net-worth insurance, builder's risk, liability, and cyber coverage.

Investor advocates think the money should instead go to clients who haven't been paid outstanding arbitration awards.

Following similar glitches at Lloyds and the London Metal Exchange, a tech outage at UBS has renewed scrutiny on modern banking platforms.

Not all tech integrations are created equally. Industry experts discussed what advisors should focus on when evaluating potential additions to their tech stacks.

The Biden Administration rule for a fiduciary standard on one-time retirement-related advice died in two separate court decisions.

Jen Cryder is CEO of the Pennsylvania Institute of CPAs. She joined the PICPA as chief financial officer and vice president and was promoted to executive vice president and chief operating officer before being named CEO in 2021. She is the first woman to be chief executive in the organization's history.