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Massimo Giugliano is an associate in the insolvency, creditors' rights and financial products practice group of Davis & Gilbert.

A long-running argument might yield a different conclusion depending on whether you are using S&P, Morningstar or Russell to provide your benchmark.

Alicia Kelsey is a wellness consultant, west region for USI Kibble & Prentice.

Debbie Zaller is a principal at Schellman & Company, LLC. Zaller leads the SOC 2 and SOC 3 service line and is also an AICPA SOC Specialist. Debbie has over 18 years of IT attestation experience and currently spearheads Schellman’s SOC 2 and SOC 3 practice, where she is responsible for internal training, methodology creation and quality reporting. Debbie was a past member of the Florida Institute of Certified Public Accountants Board of Governors and served on the Finance and Office Advisory Committee.

Kent is CEO of Merit Financial Group and Worksite Financial Wellness, affiliated retail financial enterprises that have a shared focus on supporting the corporate retirement plan market.

Private equity investors are "salivating" as they see inefficiencies to exploit in the financial advice industry.

Planners using the latest digital tools report higher AUM than their colleagues, Fidelity says.