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Alex Walters is an intern at The Bond Buyer via the Dow Jones News Fund. He is a rising senior at Michigan State University, where he writes for the student newspaper, The State News.  Last summer, he interned at The Chronicle of Higher Education. His work has appeared in outlets including the Detroit Free Press and Bridge Michigan.

Industry experts say there's theoretically no reason why firms can't keep getting bigger through recruiting deals. But a lack of good M&A prospects could make growth harder for LPL and other independent broker-dealers.

Urvashi Patel, Ph.D., is the vice president of data and analytics at the Evernorth Research Institute. In her role, she is responsible for Evernorth product and market analytics, data science, and research. Her career has focused on the evaluation of clinical programs and services, including condition management, complex case management, quality improvement, and provider performance programs. As a health services researcher, she has led studies using a broad set of methodological techniques to evaluate the impact of programs for disease states such as diabetes, heart failure, end-stage renal disease, asthma, chronic obstructive pulmonary disease, and behavioral health.

Laura Sullivan stands accused of accessing confidential customer data and violating a nonsolicitation agreement by bringing along at least 15 client households.

A softening stance from the Trump administration could lead to a rise in the availability of cryptocurrency investments in 401(k)s. While some plan sponsors are considering crypto, they emphasize that investor demand will play a significant role in their decisions.

With concerns about compliance and client connections, some financial advisors find that double-checking AI can negate the time savings they're hoping for.

Wealth.com has built a client roster of more than 1,000 wealth management firms and several big-name backers. Now it's launching a yearly industry event.

Tahan Menon is a senior behavioral designer at ideas42, a nonprofit that applies behavioral science to improve lives and drive social change.

Amanda Chen was a 2025 summer intern for Financial Planning through the Dow Jones News Fund.

She was entering her fourth year at New York University, studying journalism and international relations. She has interned at WNYC/Gothamist and served as a deputy news editor at NYU's student newspaper, where she led the coverage of attacks on higher education.