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Chris Arnold is the Vice President of Contact Center Strategy at ASAPP, where he partners with leading insurance carriers to modernize claims, billing, and customer service operations with AI. With more than 15 years of experience in customer experience transformation and contact center innovation, he specializes in helping enterprises operationalize AI to drive measurable efficiency and improve policyholder satisfaction.

Jenny Small serves as regulatory counsel for the stablecoin issuance firm Rain. She is a former attorney at the Office of the Comptroller of the Currency and then spent time in private practice before joining Rain.

Chloé Dolsenhe is principal managing director of regulatory strategy at Vantro Advisors, where she advises financial institutions, stablecoin issuers, and technology companies on supervisory strategy and resilient product development. She formerly served as an enforcement attorney at the Office of the Comptroller of the Currency.

Chuck Roberts, who was banned from the industry in July, continues to rack up customer disputes and big settlement amounts for his former firm.

BJ Gardner is the director of IT Development & Operations forPennsylvania Lumbermens Mutual Insurance Company (PLM).

Ray Rogers is the property claims director for Pennsylvania Lumbermens Mutual Insurance Company (PLM).

From AI advancements to greater access to private markets to the forces shaping retirement, six experts share their hot takes on what's just over the horizon in wealth management.

Dr. Marla McLaughlin serves as chief medical officer at Apree Health, the parent company of Castlight Health and Vera Whole Health. With decades of experience as a primary care physician, she partners with employers to design high-value benefits strategies that combine advanced primary care and digital navigation, driving measurable ROI while improving employee health outcomes.

Mary Kate Gulick's case was dismissed with prejudice, a year after the case's allegations against a major RIA drew significant attention across the industry.

Financial advisors and their clients have a range of options to consider for traditional IRA holdings — but also a finite deadline.