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Large wealth managers are chasing a multitrillion dollar opportunity to manage more of their clients' assets. But many high net worth investors give their business to multiple firms, whether out of a desire for protection, habit or a need to shop around for the best returns.

The latest projections indicate the main Social Security retirement fund will reach insolvency in less than six and a half years. For retirees and their advisors, that could mean a potential rethink of retirement plans.

Colin Royal is a recent graduate of Morehouse College, and current NYU graduate journalism student.

At Morehouse, he obtained the distinction of Co-Valedictoriant while being heavily involved on-campus. He was the former Editor-in-Chief of The Maroon Tiger and Director of Morehouse Journalism Departments 2024-2025 Senior Capstone Documentary. 

Professionally, he has worked with multiple companies covering a variety of disciplines. He has worked for professional media organizations like Dow Jones and the Harvard Business Review. 

This summer he joined The Bond Buyer team after training with Dow Jones' News Fund.

Kathryn Miller covers wealth management and financial advisors for Financial Planning as part of the Dow Jones News Fund program.

Her reporting focuses on the people, firms and policy issues shaping the advice industry, with a particular interest in the intersection of wealth management and health care. She brings experience covering health care, business, politics and local government.

Kathryn is completing her master's degree in Magazine, News and Digital Journalism at Syracuse University. She has served as assistant executive producer of The NewsHouse and worked as a health reporting intern at Syracuse.com. She previously covered health care for the Fort Worth Report, where her work included reporting on hospital expansions in Fort Worth.

A native of Arlington, Texas, Kathryn earned her bachelor's degree in psychology from Texas A&M University in 2023. At Texas A&M, she was editor of the student newspaper.

In her free time, Kathryn enjoys yoga, very long walks and supporting her local movie theater.

Connect with Kathryn on LinkedIn or reach her at kathryn.miller@arizent.com.

Chip Merlin is a nationally recognized attorney who has dedicated his career to representing policyholders in insurance disputes. He is the founder of Merlin Law Group and can be reached at cmerlin@merlinlawgroup.com.  

Michael Beloff has helped families with special needs while also understanding how to best take care of his own son with autism. He's grown free outreach into a thriving niche.

Joey Reeve, CPA, is the founder of Universal CPA Review. He works with CPA candidates, firms, universities and state CPA societies on CPA exam preparation, candidate support and accounting talent development.

Michelle Stalick is chief accounting officer at BlackLine.