How The Tax Code Got So Complicated

Published on March 3, 2026

A tax system should raise revenue efficiently, transparently, and fairly. When it requires billions of hours simply to comply, it may be time to ask whether we have built something too complicated for its own good.

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AI Can Be a Catalyst for Deeper Client Relationships

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This might be the artificial intelligence era, but AI’s greatest contribution to financial services isn’t replacing advisors — it’s making them more human. As technology automates administrative burdens, advisors have an unprecedented opportunity to focus on what their clients truly value: empathy, understanding, and genuine presence.

Savant Wealth Secures Largest Acquisition to Date With $3.9B RIA

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Heritage Financial, an independent RIA that had grown to $3.9 billion in assets, will adopt the Savant Wealth name while continuing to operate from offices in Massachusetts.