In|Vest 2018 Direct (Premium)

RIAs who work with Charles Schwab have long worried Schwab competes with them for business. Could Vanguard's pending purchase of Altruist put Altruist RIAs in the same position?

Jackson Fregeau is the CEO and co-founder of Quandri, the AI platform for insurance operations, serving hundreds of brokerages and agencies across North America. He co-founded the company in 2021 with his brother after seeing firsthand how the data-intensive, manual work embedded in agency operations was defining the ceiling on what the industry could deliver. Quandri pairs broker expertise with insurance-native AI speed and intelligence to create a new operating model that increases capacity, strengthens client relationships, and enables teams to operate more efficiently at scale.

Ed McFadden is the senior vice president for communications at the American Financial Services Association.

Some midsize firms joined three giants of the industry in surpassing their peers among independent brokerages, in terms of the percentage increase in their average payouts per financial advisor last year.

Kara Clark, FSA, is a Senior Research Actuary at the Society of Actuaries Research Institute, focusing on mortality and longevity and their implications for the life insurance industry.
She brings over three decades of actuarial and leadership experience across consulting, industry, and professional organizations. Most recently, she was a Partner at Oliver Wyman, advising on risk modeling, value-based care, and health strategy, informing her perspective on healthcare drivers of mortality.

Her work emphasizes practical, research-based insights for actuaries and industry leaders. She holds an MBA from Northwestern University and a BA in Economics from the University of Illinois Urbana-Champaign.

Marketing materials rife with rote industry clichés can undercut an advisor's best pitch to prospects — their authentic voice.

The AI firm Jump used notetaker data to analyze thousands of discussions between advisors and clients. The results show advisors aren't as good at keeping their mouths shut as many think.

After his firm agreed to one of the most impactful deals in wealth management of 2026, Altruist CEO Jason Wenk sat down with FP to discuss the negotiations, his firm's strategy and the new tool he says can build higher-quality plans in much less time.

The late singer and business mogul gave prodigiously throughout her life. Parton's example can tell advisors a lot about how to plan estates, especially for child-free clients.

Maik Taro Wehmeyer is the co-founder and CEO of Taktile, the leading AI decision platform built to empower financial institutions to make faster, more accurate decisions in risk management.