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Andrew Farah is the co-founder and CEO of Density, which helps companies understand how people use their spaces. Density sensors and software unlock insights into how workplaces are used at companies ranging from Fortune 1000 to high growth startups. Today, Density partners with companies that occupy more than 1.25 billion square feet across 32 countries.

For clients holding crypto, about half have experienced notable losses. But 70% have experienced notable gains, the latest Financial Advisor Confidence Outlook found.

The events for prospective clients may sound old-fashioned or too sales-focused, but marketing experts and advisors explain how they can be powerful lead tools.

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.