Commercial banking

The Internal Revenue Service and the Treasury issued final regulations on the new Roth catch-up contribution rule from the SECURE 2.0 Act.

In an earlier than usual announcement, UBS said it will update its 2026 compensation grid for U.S. advisors, aiming to curb departures and encourage more work with high net worth clients.

Hanna Bjornn is the Vice President of Product at Canopy Tax, Inc., where she leads product strategy and development for one of the accounting industry's most innovative SaaS platforms. With a career spanning both startups and established tech companies, Hanna has built a reputation for delivering customer-centric solutions that drive measurable impact and user delight.

Her leadership at Canopy reflects a deep commitment to solving real problems for accounting professionals—streamlining workflows, enhancing client collaboration, and simplifying complex tax resolution processes. Known for her strategic clarity and collaborative approach, Hannah blends technical insight with a strong understanding of market needs.

Older and younger Gen X clients have very different needs, goals and outlooks. Advisors who treat them as one group risk missing the mark.

Sandy Fernandez is vice president for social impact at the Mastercard Center for Inclusive Growth, and head of Mastercard Strive USA.

In a prerecessionary landscape, assets must earn their keep across a range of projected scenarios.

Several panels and presentations last week at Future Proof focused on the idea of advisors growing their businesses through offering specialized, family office-style services.

As the Fed nears a potential rate cut, bearish sentiment is rising. Here's how to keep pessimistic clients from exiting the market.

In its third suit in as many months, JPMorgan is accusing a former advisor of using its banking referrals to build a book of business and then trying to abscond with those clients to a rival firm.

The numbers look gaudy, but potential estate taxes and prohibitions on future strategies make the big retirement accounts much less appealing, two experts said.

Lisa Cummings attorney and global chair of executive compensation and employee benefits practice, Cummings & Cummings Law

Antonio White is founder of 480 Advisors. He is the former FHFA director of congressional affairs and communications and a former deputy assistant secretary of the U.S. Department of the Treasury.

A vast majority of plan sponsors say that actively managed funds can beat the market, according to a new BlackRock survey. Research suggests otherwise.

Jeff Marshall is the Chief Operating Officer at Recoop®. You may contact Jeff at jeff@recoopinsurance.com and learn more at recoopinsurance.com.

Cerity Partners adds its own large RIA in New York, and Beacon Pointe acquires firms in Indiana, Washington State and New York.

Hilary Cabodi is a managing director in the Risk Advisory practice at Riveron, leading internal audit, SOX implementation and compliance, and IT risk advisory engagements for private and public companies.