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In a field with very high rates of attrition, financial planners are finding pillars of support in study groups as they work to reach more young customers.

Former Morgan Stanley broker Kathy Frazier sued the firm in 2015 and was later joined by six other Black plaintiffs who also alleged they had been systematically excluded from the best advisory teams and client leads.

Casey Essary is vice president of information security at BILL.

Pat Warren serves as vice president of regulatory technology for BITS — the technology policy division of the Bank Policy Institute. Pat leads BITS' regulatory engagement on cybersecurity, technology and resiliency.

Matthew Schlueter is the executive vice president, operations and technology solutions at Osaic, one of the nation's largest providers of wealth management solutions.

It may be tempting to hire a "2.0 version" of a departing employee, but doing so risks reinforcing stale processes and mindsets.

John Kain is the director of Financial Services Market Development at AWS, where he drives cloud adoption across the financial services industry. He collaborates with global banks, insurers, and capital markets firms to align AWS solutions with their digital transformation goals. With over 20 years of experience, Kain has held leadership roles in business development and strategy at leading financial institutions and tech firms. His expertise bridges deep industry knowledge with a strong grasp of cloud technologies and their impact on financial services.

Financial Planning's second annual ADVISE AI conference, taking place Oct. 28-29 in Las Vegas, will delve into how the emerging technology continues to revolutionize the industry.

Rick Meyers, head of client and advisory at Bernstein Private Wealth Management, looks to recruiting, training and possibly even acquisitions to further the firm's wealth management ambitions.

Building a multigenerational practice speaks to some of the highest ideals of a planner's professional calling, speakers at a CFP Board conference said.