Commercial banking

Trump's One Big Beautiful Bill Act opened HSA access to millions, but big gaps remain. Here's what financial advisors need to know.

RBC executives say the firm's recent string of recruiting wins comes with temporary costs but also the promise of boosting income over the long term.

AI-powered wealthtech tools can backfire unless they're easy to use, jibe with advisor workflows and produce results, argues LPL Financial's chief product officer.

Also this month in our disciplinary digest, a frequent CNBC analyst is sentenced to five years in prison for defrauding investors, and a former Fidelity advisor faced charges after borrowing millions from clients.

Financial Planning's latest continuing education quiz offers subscribers the chance to earn credit, sharpen professional knowledge and brush up on relevant skills.

The up-and-coming IBD Arkadios recruits an entire Morgan Stanley team and a significant share of Merrill's headcount in Dothan, Alabama.

Siblings, spouses, children and parents in the wealth management industry have found fulfillment and success going against this common wisdom, though it can present challenges.

Rodney Bolden, Executive Director, is the Head of Industry Engagement and Learning for Morgan
Stanley at Work. In this role, Rodney works with a variety of industry organizations to develop and
present thought leadership research on current trends in workplace financial benefits. Additionally,
Rodney is the host of the award-winning 1 Morgan Stanley at Work Invested at Work Podcast. He is also
the Chairperson for the Employee Benefit Research Institute's Diversity, Equity & Inclusion Council.

Pablo Martell is the CEO and managing partner of Florida CPA firm Alpine Mar.

At Financial Planning's recent AI Virtual Summit, Sameer Munshi of EY Consulting discussed how advisors could use the burgeoning technology to safely test client messaging and more.

The use of multiple entities as a means of shifting a high net worth client's yearly income could help rack up bigger breaks, with some caveats.

A new bipartisan bill has the potential to significantly decrease the number of retirees who deplete their savings due to long-term care expenses, according to Morningstar researchers.

The total effective tax rate for the 400 wealthiest Americans was lower than the general population, according to a new study.

Michal Tresner is the CEO of ThreatMark.

Grant Faulkner Nelson is a vice president, team manager and key initiative leader at Gartner. He currently oversees Gartner for Finance Leaders' group of data and analytics experts and serves as the key initiative leader for finance D&A. 

In his role, Peter leads the product and engineering teams to define and execute the company's technology strategy and roadmap for all Cover Genius' platforms, including XCover, the insurtech's award-winning insurance distribution platform.

As CTO, Peter focuses on the delivery of innovative products and the continued adoption of open source and cloud-based technologies. He is responsible for and oversees the design and implementation of our global scale real-time platforms with a focus on performance, reliability and security.

Prior to Cover Genius, Peter was VP of Engineering at Freelancer.com, where he expanded and led the global engineering team to more than 150 employees across Australia, Canada, United Kingdom, Philippines and Argentina. During his tenure, his leadership ensured core platforms scaled to support 30 million users and $740 million in gross payment volume.

Peter holds a Ph.D. in Computer Science (Spatial Data Mining) from James Cook University and has lectured at the University of Sydney about topics including software engineering, scalable infrastructure and agile development practices. Based in Sydney, he is also a supporter of local organizations that help provide healthcare to rural and remote areas of Australia.

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.

Sol Klein is the Head of Customer Experience & Operations at Floify.

Rossby Financial CEO Andrew J. Evans applies the entertainment legend's "plussing the park" philosophy to keep his firm's tech stack flexible.