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Vineet Bansal is the Chief information & technology officer at The Mutual Group, where he drives the overall technology strategy, leading insurance platforms, digital and enterprise applications, advancing data analytics and AI, and orchestrating infrastructure, cybersecurity, and IT operations to strengthen the performance of mutual insurance and deliver greater value for members.

Merrill accuses industry rivals of conspiring with a group of former employees to remove confidential client information and trade secrets for the formation of a new RIA.

For advisors who invest in cultural understanding, bilingual support and education, the growth opportunity is vast.

Firms are increasingly looking to provide high net worth clients with services stretching beyond basic wealth management. The offerings include everything from help with cybersecurity to taking out complicated loans.

Many express frustration with either real or perceived doubts about clients' concerns, but experts say they're missing an opportunity to address them up front.