Commercial banking

Maxim Shishin is the Chief Information Officer at CorVel Corporation.

Jim Ryan is the chairman and CEO of Old National Bancorp. He is a director of the Mid-Size Bank Coalition of America.

Randy Chesler is president and CEO of Glacier Bancorp. He is also the chair of the Mid-Size Bank Coalition of America.

Drew Lunt, founder of Scratch Capital in Boise, Idaho, still uses Black Diamond for his portfolio accounting needs, but as his client base expands to more affluent, complicated clients, he has looked outside the industry for solutions.

Take Financial Planning's latest self-study, general knowledge CE quiz to stay up to date on trends, earn an hour of credit and maintain professional certification.

Step away from the rote 30-second spiel. Instead, forge connections with advisory prospects based on trust, not tactics.

Lisa Schmidt is a senior director, talent acquisition global tech and early careers, at ADP. With over 25 years of experience in recruiting, Lisa Schmidt holds a passion for Campus Recruiting and early career development. Recognized as ADP's Talent Acquisition Leader of the Year in 2021, Lisa leads a national team focused on hiring high-potential talent across functions such as Software Development, Product Management and HR.

More seniors than ever are choosing Medicare Advantage, but the growth isn't universal. In some states, most still prefer original Medicare, according to a recent SmartAsset study.

New AI tools are often added to existing tech without fanfare, meaning that advisors who don't want to use them are forced to scour for ways to turn them off.

As a subscriber to Financial-Planning.com, you can earn up to 12 hours of CE credit from the CFP Board and the Investments & Wealth Institute.

The wirehouse leaves its basic paygrid untouched for the fifth year in a row while giving advisors extra incentives to tout banking products and work with existing clients' children and grandchildren.

The One Big Beautiful Bill Act will boost the number of filers who must calculate their AMT. But that doesn't mean they're all going to have to pay it.

Debra Cope is a freelance writer based in Washington, D.C. and former executive editor of American Banker.

Penny Pennington is a managing partner at Edward Jones.

The awards recognize early-career brokers that have created top production numbers at their wealth management firms.

Starting next year, more households will need to calculate or pay the AMT. The rules are complicated. Here's how financial advisors can prepare themselves — and clients — for the changes.

Didine Erskine, a certified financial planner (CFP), is the founder of The Erskine Group and an independent financial planner with LPL Financial.

She also serves as a visiting lecturer at Texas A&M University, where she teaches courses in financial planning and practice management.

A clear division is emerging between smaller independent RIAs and their larger billion-dollar competitors, as some firms aggressively pursue a "one-stop shop" model for their clientele.

As geopolitical and other uncertainty remains, gold is seen as a useful hedge. But experts warn gold's rise won't last forever.

Video game developers are benefiting from research and development tax credits and recent changes in the rules for deducting R&D expenses.