The Latest

Jim Gold of Steward Partners thinks impending advisor retirements will continue driving smaller RIAs into M&A deals with big acquirers — even as AI turns many investors into "do-it-yourselfers."

Ashley Foster, MBA, SHRM-SCP, is the Executive Vice President of Acute Partnerships at ShiftMed, where she leverages over 15 years of healthcare HR experience to drive innovative workforce solutions for hospitals and health systems. Ashley's expertise spans strategic human resource leadership, talent acquisition, and employee retention, having previously led HR teams at major health systems. Her work focuses on addressing the critical challenges facing healthcare today—recruitment, retention, and workforce sustainability—by championing flexible staffing models that empower healthcare organizations to meet evolving workforce demands while enhancing employee satisfaction and engagement.

Jesse Knutson is head of operations at Bitfinex Securities. Prior to this role, Knutson served as vice president of financial products at Blockstream, in addition to equities and trading roles at Macquarie Group and Barclays respectively.

Justin Brownlee started an RIA targeting energy, oil and gas employees. His hyperspecific marketing tactics have helped grow the firm into a thriving niche.

Fidelity Institutional Wealth Management Services faces competitive threats in an era of ETFs and multicustodian advisory practices. But it has big advantages.

​Jon Pruzan is co-president of Pretium, overseeing the firm's strategic and operational initiatives. He is a member of Pretium's executive committee and board of directors. Prior to joining Pretium in 2023, Jon spent nearly 30 years at Morgan Stanley (1994-2023), most recently as chief operating officer and executive vice president (2021-23).

Jacob O. William writes about the infrastructure of trust in financial systems, with a focus on fintech, automation and human-centered design.

A bipartisan proposal to create a 75-year sovereign wealth fund for Social Security is not promising, according to Boston College researchers.

Dorota Gawron is a consultant at Sollers Consulting, specializing in pricing transformation and digital innovation in the insurance sector.