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Dynasty Financial Partners' investment bank joins Diamond Consultants to help departing teams vet transition options, whether that's joining another wirehouse, selling to an RIA aggregator or starting their own business.

As Financial Planning's AI Readiness Survey showed, most advisors aren't concerned about their own jobs. But others aren't so sure.

Maxim Shishin is the Chief Information Officer at CorVel Corporation.

Jim Ryan is the chairman and CEO of Old National Bancorp. He is a director of the Mid-Size Bank Coalition of America.

Randy Chesler is president and CEO of Glacier Bancorp. He is also the chair of the Mid-Size Bank Coalition of America.

Drew Lunt, founder of Scratch Capital in Boise, Idaho, still uses Black Diamond for his portfolio accounting needs, but as his client base expands to more affluent, complicated clients, he has looked outside the industry for solutions.

Take Financial Planning's latest self-study, general knowledge CE quiz to stay up to date on trends, earn an hour of credit and maintain professional certification.

Step away from the rote 30-second spiel. Instead, forge connections with advisory prospects based on trust, not tactics.

Lisa Schmidt is a senior director, talent acquisition global tech and early careers, at ADP. With over 25 years of experience in recruiting, Lisa Schmidt holds a passion for Campus Recruiting and early career development. Recognized as ADP's Talent Acquisition Leader of the Year in 2021, Lisa leads a national team focused on hiring high-potential talent across functions such as Software Development, Product Management and HR.

More seniors than ever are choosing Medicare Advantage, but the growth isn't universal. In some states, most still prefer original Medicare, according to a recent SmartAsset study.