The Latest

IFS Securities once had about 150 financial advisors and 20,000 clients. Now it's seeking millions it owes third-party firms three years after it shut down.

Columbia Investment Management's Kim Lew and Josh Brown of Ritholtz Wealth Management will quiz finalists on how they constructed their portfolios.

Kenneth Byrd serves as Vice President and Head of Protection New Business Operations for Protective Life Corporation, where he is responsible for leading telelife, submit, case management, policy issue, 1035 exchange, new business accounting, exception handling, compliance, customer guides, and policy revisions. Byrd, a 20-year financial industry veteran, oversees more than 250 teammates as well as third-party vendor relationships. With a budget of over $20 million, he develops and authors strategic plans, works to improve customer and distributor experiences, and delivers significant cost savings. Byrd achieved a bachelor's degree in accounting and management information systems as well as his MBA from the University of Alabama at Birmingham.

Matthew Mittelsteadt is a visiting research fellow at the Mercatus Center at George Mason University.

Despite the slow pace of change on the representation of women, there are some standout independent wealth managers and some signs of progress.

Unlocking wealth from investment properties and using a "six-month nudge" strategy to delay claiming Social Security benefits are just two ways advisors are helping clients with retirement planning.

There are several opportunities for a workforce to upskill and reskill, and create added value for employers and employees alike.

Tony Gales, CPA, has nearly 30 years of public accounting experience and is a tax partner in BPM's Long Beach office. He helps untangle the intricacies of federal tax laws to uncover and plan for tax opportunities that clients can use to achieve their financial goals.

A tax receivable agreement, popular in public offerings but controversial in some eyes, would regularly send extra money to insiders.