Of the 559 companies that have gone public in the U.S. over the past 12 months, only two, aside from Bumble, were founded by women.

Help clients avoid expensive errors or unforeseen costs.

Insurance products need not be "one size fits all."

Federal legislation will shrink the FAFSA from six pages to two and eliminate a benefit affecting parents with more than one child attending college simultaneously.

Transparency and à la carte services create client value.

Despite a possible delay coming from the Biden administration, RIAs should consider updating their procedures to comply with some, but not all, of the new requirements.