Blog

Hiring A COO And Creating Partnership Paths Early To Drive Enterprise Value On The Path To $3B AUM: #FASuccess Ep 498 With Christine DeMao

You are all welcome! Welcome to the 498th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Christine DeMao. Christine is the Chief Operating Officer of Gibson Capital, a Wexford, Pennsylvania-based RIA that oversees approximately $3 billion in assets under management for 200 client families. What’s unique about Christine, however, is […]

Federal Reserve Board – Federal Reserve Board announces termination of enforcement action with Jiko Group, Inc.

Please enable JavaScript if it is disabled in your browser or access the information using the links provided below. June 25, 2026 The Federal Reserve Board Announces Termination of Enforcement Action with Jiko Group, Inc. For release at 11:00 am EDT The Federal Reserve Board on Thursday announced the […]

Q&A: Sports banking in a changing universe

The business of banking relationships with athletes and athletic teams and related businesses continues to turn into vast and diverse opportunities (see recent related articles here, here and here). City National Bank, based in California, was a leader in the field. CNB’s Charles Frazier, senior vice president and head of the entertainment and sports banking […]

Point Review for 2026: Terms, Fees, and Customer Satisfaction

Pros and Cons of Point The sides. Point offers both a HEI and a HELOC. The university has no monthly fees and no income requirements. Minimum credit scores up to 500. Point offers college grants from $30,000 to $600,000. Point offers HELOC amounts from $15,000 to $750,000. Against. A home equity loan can become more […]

Tax-exempt central organizations get new IRS form

Centralized nonprofit organizations with local partnerships are now required to file a new form with the Internal Revenue Service to maintain their tax-exempt status. Administrative Matters New Price 15644The Group Penalties Supplement will now be used to file annual Group Tax Returns, the IRS said in an email Tuesday. Tax Plan 2026-8 retains the primary […]

Real Money, Real Experts: Tax-Smart Ways to Donate to Charities with Dr. Barbara O’Neill

Hosts Dr. Brandi Baxter and Rachel DeLeon welcome longtime AFCPE member Dr. Barbara O’Neill to discuss changes in financial planning over 40 years, including increasing automation and uncertain readiness for artificial intelligence, along with the growing diversity of AFCPE’s membership. O’Neill defines tax-smart charitable giving as aligning donations with income tax benefits and highlights the […]

Cloud Collaboration vs. On-Premise Systems

Cloud vs On-Premises – What’s the Difference? Local equipment means that the equipment is located in your office. Your agency owns the server, maintains it, patches it, and is on the hook if it goes down. The cloud means that the infrastructure lives on someone else’s servers, Microsoft, Google, your AMS provider — and you […]

ACTEC Elects New Member to the Board of Regents

FOR IMMEDIATE RELEASE Washington, DC, March 26, 2025: The American College of Trust and Estate Counsel (ACTEC) announced today that a new Regent was elected to its Board of Regents at its Annual Meeting on March 21, 2025 in La Quinta, California. ACTEC’s Royal Council is the College’s governing body. The candidate selected for the […]

UC Admissions Board Scraps SAT Review Plan One Day Before Regents Meet

The University of California’s admissions board voted Friday to withdraw its month-long plan to study whether the SAT and ACT should return to UC admissions, leaving the system’s biggest admissions battle without a roadmap just days before The Board of Regents meets in San Francisco. The story: UC Regents voted unanimously in May 2020 to […]

SEO Isn’t Dead — But Winning Search Now Requires a New Playbook

Opinions expressed by Entrepreneur contributors are their own. Get the main As AI reshapes search behavior, brands must shift from chasing clicks to building authority, credibility and visibility across AI-driven platforms. The companies that win in the next phase of research will be those that create original, expert-driven content that customers and AI systems trust. […]

Sign In