Commercial banking

A provision in Trump's tax and budget law gives seniors 65 and older a new deduction that offsets Social Security taxes for most retirees. While it helps many keep more money, it also accelerates the program's insolvency.

Financial advisors often place their own health behind that of others, but the firms who help them address it can get an edge in the fight for talent, experts say.

Amy Matsuo is a nationally recognized leader in risk, regulatory, and compliance advisory, currently heading KPMG Regulatory Insights and Compliance Transformation solutions. Her team issues regulatory analysis and insights to over 30,000 client subscribers and supports service professionals across the firm's Audit, Tax and Advisory practices.  With more than 25 years of experience in both industry and consulting, she advises large domestic and global clients on navigating dynamic and complex regulatory landscapes.

As a Senior Relationship Manager for CannGen, a leading cannabis insurance carrier, Eric Edwards specializes in supporting clients across the evolving THC-infused beverage space. With a background as an insurance broker in the cannabis, hemp, and CBD sectors, he brings deep industry insight and a collaborative approach to helping brokers navigate coverage challenges and place business, enabling insureds to grow with confidence in a complex and highly regulated market.

Wall Street's latest tax-smart ETF is engineered to turn a publicly traded fund into a tax-minimizing machine.

A rare handbag can be worth far more than retail to the right buyer, but some advisors caution against viewing them as a store of value.

An annual snapshot report tracks the record expansion and changing nature of the growing industry channel fueled by financial advisors and their clients.

Business investors and wealthy Americans are among the biggest winners. Those hit the hardest include elite universities, who face new levies, and immigrants.

Need a general summary that doesn't require much detail? AI may save time. But if you want content that is nuanced and compliant, these experts say you may want to just do it yourself.

Arthur Azizov is the founder and investor in B2 Ventures.

Tabitha Edgens is the co-head of regulatory affairs at the Bank Policy Institute.

Alexander Fulmer is an assistant professor of marketing at the Cornell Peter and Stephanie Nolan School of Hotel Administration within Cornell's SC Johnson College of Business. Fulmer grew up in Manhattan, and graduated Summa Cum Laude from Cornell's Hotel School. He completed a post baccalaureate psychology program at Columbia University and graduated from Yale University with a Ph.D. in marketing.

Allen Adamson, co-founder and managing partner at Metaforce, is a branding expert. Former chairman at Landor Associates, he held leadership roles at Unilever, Ogilvy and DMB&B guiding many global brands. He's an adjunct & brand expert-in-residence at the NYU Stern Berkley Center for Entrepreneurship.

Republicans will be planning a victory lap and Democrats will be thinking about their election strategy. But financial advisors and tax pros will be preparing their clients.

Earning and maintaining certifications requires a significant time investment. So why do advisors go through the trouble?

As Raymond James, Wells Fargo and RBC reported big recruiting deals this week, FINRA said it was going to pay back to its members a large chunk of the fees they paid last year.

Looking forward to not answering client phone calls? Here's how to make it happen.