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Morgan Snyder is the owner of CAllc Research Publications in New York.

Matt Verdecchia is Senior Trainer/Organizational Development with the EAP+Work/Life division of Health Advocate, a leading health concierge and benefits solutions company.

Chip Scully is the Chief Revenue Officer at Vault. Vault is a student loan assistance benefits technology company whose strategic investors include Prudential, John Hancock, and CUNA Mutual.

In two recent moves, the firm promoted one of its own to regional director and lured another back from AllianceBernstein.

Global equities notched their largest monthly gain since at least 1988, while multiple major benchmarks are at or near all-time highs.

Advisors will face a drastically changed industry landscape and Schwab, already an industry leader, will play an even more outsized role in the marketplace.

With COVID-19 cases soaring, a growing number of banks, including JPMorgan Chase, U.S. Bancorp and Capital One, have pushed back target dates for bringing employees back to offices. Some are even allowing them to work from home indefinitely.

This year’s report on advisor compensation shows how RIAs and IBDs are attracting, retaining and rewarding talent.

In a bid to attract clients left out by AUM fees, IBDs are enabling advisors to take approaches first made popular in the full RIA channel.