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From Zoom to Skype to WhatsApp, bankers are often encouraged by clients to connect on platforms that are hard to vet.

With more than $1.1 billion in client assets, it is the bank's biggest hire of the year.

“These are tracking the industries that are supporting the economy and will continue in the post-pandemic world,” an expert says.

Here’s how RIAs are falling short in their support for pregnant and new mothers and what they can do to change it, according to advisor Rianka Dorsainvil.

"We’re not just software,” CEO Ed O’Brien says. “We’re here to help advisors be better planners.”

Meanwhile, the wirheouse’s advisor headcount ticks down and recruitment loans drop, again.

From pervasive discrimination at work to the dangers of #BankingWhileBlack, Black people in America face serious hurdles when engaging with the financial services. Join us for a panel discussion featuring guests from the upcoming Access Denied: Systemic Racism in Financial Services podcast.

Misty Guinn is the director of benefits and wellness at Benefitfocus, where she analyzes health claims data, industry trends, and works closely with suppliers, carriers, and consultants to create and manage innovative health plan strategies for Benefitfocus associates. Misty is dedicated to helping others improve their total well-being through education, culture, relationships, and a supportive environment that embraces all the different pillars of well-being, including physical, mental/emotional, financial, social, and purpose. When creating employee benefits, communications strategies, and creative well-being engagement programs, Misty applies a consumer-centric design to help foster the foundations of a healthier workforce community.

More than 130 fund management and financial advisory firms have written letters opposing the plan. And the complaints keep coming.