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Bob Meara is principal analyst at Celent.

Wirehouses lost the most talent as independents and regionals gained in the first half of the year.

Plus, new "diversity-tech" for financial services and Skience scales its offerings

The proposal mirrors FINRA's policy requiring annual continuing education.

In a time of economic uncertainty, investors are looking to make the most out of their IRA savings.

Liz Kolar, MBA, CPA, CGMA, is executive vice president for Surgent Accounting & Financial Education. She brings over 35 years of accounting industry and professional education experience to her role at Surgent where she drives and oversees the ongoing expansion of accounting and financial services exam prep and continuing education offerings. Prior to Surgent, Kolar founded and led Pinnacle CPA Review, which was later acquired by Surgent. She began her career in public accounting with Coopers & Lybrand, where she audited financial services clients. She has served as a professor, teaching graduate and undergraduate accounting courses. She earned her MBA in public accounting from Pace University. She is a member of the PICPA and the AICPA.

Mary Anne Ehlert, CFP, specializes in financial planning for families with a disabled family member. She is the founder of Protected Tomorrows in Lincolnshire, Illinois, and is a partner in Forum Financial. For information about joining Protected Tomorrows as an advisor, contact her at (847) 522-8086.

As the world reshapes its alliances around the Ukraine war, how will banks work with companies and governments to keep trade and the financial system running?