In|Vest 2018 Direct (Premium)

Terence McMenamin is the CEO & co-founder of Techdollar.

Morgan Stanley wealth management had a blockbuster second quarter, with net new assets up 150% year over year.

An albeit smaller sample of financial advisors participating in FP's Compensation Survey nevertheless reflected the industry-wide trend around gender pay gaps.

Chinmoy Bhatiya is an Associate Partner at Capco, leading the firm's Technology, Data and AI practice. He advises financial institutions on harnessing AI as a strategic advantage from individual productivity enhancement to adopting agentic operating models. With extensive experience helping organizations scale emerging technologies responsibly, Chinmoy focuses on balancing innovation with governance, enabling clients to realize business value from AI while maintaining strong controls, accountability, and operational resilience.

Brian Keller is vice president of AI and data science for LexisNexis Risk Solutions. In this role, Brian is responsible for driving AI strategy and execution for the insurance business, with a focus on workforce education, team enablement, and project execution that translates research and development into customer-facing capabilities.

Brian joined LexisNexis Risk Solutions in 2022 as part of the acquisition of Flyreel, where he led the software engineering and AI teams. During his tenure, Brian has developed and deployed AI and computer vision solutions, including aerial imagery and ground-level interior and exterior analysis, as well as 3D scene reconstruction for claims and underwriting use cases. He has also led the development of generative AI capabilities, including transcription, summarization, question answering, and agentic automation.

Brian holds a PhD in systems and industrial engineering and a master's degree in systems engineering from the University of Arizona, along with a bachelor's degree with majors in physics and business from the University of Mount Union.

Adam Barbera is the CEO and founder of Dost, a native-AI finance automation platform built for the way finance teams actually work. After years selling enterprise software to CFOs, he saw the same broken accounts payable processes repeated in every company he visited, and decided to fix it himself. He founded Dost in 2021 with two colleagues and closed a $7.8 million Series A in late 2025.

RIA deals can falter at the finish line if the acquiring advisor fails to think about financing at the start.

Citi's net new invested assets grew $15.7 billion or 9% in the second quarter, as the company works on an ongoing plan to grow its wealth business.

The well above-average advisor graduation numbers, paired with Merrill's recruiting efforts, suggest the wirehouse is serious about adding lots of talent.

Financial Planning's Compensation Survey measured the total pay of hundreds of financial advisors and, perhaps more importantly, the lessons they would share to aspiring planners about forging a successful career.