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An industry recruiter says two big questions remain: Can Raymond James keep up its recruiting momentum after most Commonwealth advisors are settled? And how will LPL Financial respond?

Advisors overwhelmingly think they are adept at serving women investors, but fewer than 4 in 10 say they actually understand women's financial and retirement goals.

Scott Davis is partner-in-charge of not-for-profit services at Top 100 Firm Prager Metis.

Lisa Matthews is a cybersecurity, AI governance, and technology risk executive with over 20 years of experience across major U.S. financial institutions, including Ally, Wells Fargo, and Bank of America.

Head of Schwab Advisor Services Jonathan Beatty maintains there's more than enough wealth management business for everyone to share. But at least one critic says Schwab is clearly seeking a bigger piece of the pie.

Isaac Heller is President and Founder of Trullion, the leading AI-powered accounting and audit platform. Trullion works with Big 4 professional services firms, Fortune 500 companies, and more than 3,000 organizations worldwide.

Zoe Tillman is a senior reporter at Bloomberg News.