Commercial banking

A significant proportion of people are following financial advice given to them by AI models, and many reported losing $100 or more.

The annual list recognizes thought leaders, decision-makers, standard-setters and others who are shaping the future of the profession.

Jack Hooper is the CEO and co-founder of Take Command, a Dallas-based SaaS company that offers health reimbursement arrangement administration. Jack is a founding member of the HRA Council and has served as Chairman of the Board. He is a graduate of the Wharton School of Business and has been featured in The New York Times, BenefitsPro, Dallas Morning News, Bloomberg, and more. His motto? "Health insurance was never meant to be this complicated."

Sissi Li is the Senior Data and Analytics Manager of the American Enterprise Institute's Housing Center. Ms. Li works closely with the national mortgage database to translate housing data into unique insights. Her work focuses on mortgage volume and home price trends, as well as mortgage risks.

A group of firms is combining under the Richey May brand to create a national footprint and rank among the Top 50 Firms.

The market for transferable tax credits for clean energy grew in the past year, but moves by the Trump administration blocked wind and solar energy.

Matthew R. Lee is the executive director of Inner City Press/Fair Finance Watch.

The National Association of State Boards of Accountancy launched a CPA Mobile App, bringing key functions of the NASBA CPA Portal to mobile devices.