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The megabank sees its asset inflows swell by 14% while reporting greater numbers of client advisors and private bank advisors.

Wells Fargo stands out among wirehouses with FiNet, its dedicated channel for independent advisors. Wells Fargo Advisors head Sol Gindi says this structure gives the firm a competitive advantage rivals will find difficult to replicate.

Jeff Corbin is a Principal in Staffbase's Strategic Communications Practice Group.  For the better part of his 25+ year career, he was CEO of KCSA Strategic Communications, a New York City based consulting firm.  He is better known for being one of the U.S. pioneers in the use of mobile technology for internal communications - he was the founder and CEO of APPrise Mobile and theEMPLOYEEapp which was sold to a private equity firm.  

The justices are scheduled to resolve disagreement among lower courts over whether market regulators can order fraudsters to repay ill-gotten gains to victims.

A Financial Planning survey found that advisors believe AI will continue to transform wealth management. But experts say human oversight is still essential.

Kyle Busch's lawsuit against Pacific Life and his former insurance agent provides a window into potential issues around complexity, suitability and more in indexed universal life policies.

Jason Flanders serves as president of professional talent solutions at Randstad USA, leading operations and strategic initiatives to expand Randstad's footprint, optimize service delivery, and align talent solutions with the market's shifting demands. As an alumnus of Clemson University, he is a noted speaker and commentator on key issues related to finance and accounting, employment trends as well as extensive thought leadership topics related to the broader labor market. He presents on the national and chapter level with leading professional associations, including Financial Executives International, CFO Leadership Council, Institute of Management Accountants, and the FP&A Board.

Systems still don't talk to each other as well as they should in 2026, so advisors are finding their own solutions.

Wells Fargo lands big teams from Merrill and Citi, while Cerity Partners and Mercer Advisors continue their aggressive M&A streaks.