Playbook

Tammy Hahn is SVP of Product for Ignition, the recurring revenue and billing automation platform for accounting firms to transform their sales, billing, and payment processes. A visionary leader with 20 years of product development and leadership experience, Hahn has won multiple awards for product innovation. 

Fiduciary laws trace their roots to ancient times, but the terms of the Investment Company Act of 1940 and the Investment Advisers Act are still evolving today.

Quant firm Dimensional Fund Advisors has received formal approval to adopt a fund structure that for two decades has been used exclusively by Vanguard.

Philip Van Guilder is the director of community affairs for American Addiction Centers. With more than two decades in recovery, Philip dedicates his life to addiction education, overdose prevention, and treatment.

Manuel Rodriguez Vera is Business Unit Head of Insurance at WNS, part of Capgemini.

Findings from iterations of Financial Planning's Financial Advisory Confidence Outlook show which assets have stood the test of time.

Advisors and experts say finding the right rare currency to invest in can add diversification to a portfolio. But scams are rampant, so buyers should beware.

The implications to taxes, hiring and the very legacy of a financial advisor's career demand much more formal documentation than most RIAs have undertaken, experts say.

Joseph Cecere is a director in Eisner Advisory Group's forensic, litigation and valuation services practice. With nearly 20 years of experience in public accounting, he specializes in estate and gift tax valuations for general partners in private equity and venture capital funds and performs business valuation and forensic accounting calculations in commercial and matrimonial disputes. He has collaborated with firms across diverse industries, including distribution, manufacturing, intellectual property licensing, medical devices, pharmaceuticals, service industries, logistics, financial and technology sectors.

Hubert Klein is a partner and practice leader for the financial advisory services group in Eisner Advisory Group's New Jersey location. With nearly 40 years of experience, he is frequently called upon as a technical resource in various litigation actions. He has consulted and provided services in matters including complex damages, business valuations, due diligence analysis, fraud and forensic investigations, lost profit calculations, shareholder disputes, reasonable compensation and benefits analysis, insurance claims analysis, bankruptcy and matrimonial proceedings.