In|Vest 2018 Direct

Dayne joined Quantum Health as its new CEO and member of its Board of Directors in January 2025. As CEO, he drives the overall business strategy and execution for Quantum Health. He was most recently the founder, CEO and Executive Chairman of PlanSource, a leading technology company that automates and simplifies benefits programs for over 5 million employees, and its platform helps employers better administer their health benefits. A proven scaler of transformative companies, he focuses his impressive health benefits industry experience to drive growth and unlock new market value and operational scale.

Matthew Pallai said he has no doubt wealth managers explained the risks of private credit when recommending it to clients, but the recent rush to withdraw money from credit funds suggests "they probably should have said it more often and said it louder."

Court decisions vacated the Biden administration's DOL rule — but that didn't make rollover rules easy, experts say. Firms that get compliance right will have an edge in tapping a trillion-dollar-plus market.

New research from the nonprofit, nonpartisan Employee Benefit Research Institute shows pessimism about retirement preparedness is on the rise — that could open doors for advisors.

Bonnie Harper is vice president of private wealth consulting at Raymond James. She leads a team of consultants supporting financial advisors and their high net worth clients and prospects.

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Neal Richardson is a director in Baker Tilly's development and advisory community practice.

A well-planned retirement can go awry when clients overspend. Here's how financial advisors can rein them in.