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Mario Payne — an independent advisor who had used Charles Schwab and TD Ameritrade for custodial services — lands both firms in hot water over his recommendations of risky investment products.

Amy Drinkard of Steadmont Advisors advises clients through divorce and deaths, guiding them through some of the hardest parts of their lives — the latest in our Know Your Niche series.

Megan Ryan is a payments professional specializing in digital innovations and emerging technologies. For five years, until 2026, she worked for the Federal Reserve Bank of Chicago as a payments policy specialist. At the Federal Reserve she focused on examining how technological advancements are reshaping the way individuals and businesses move money, with attention to the policy implications of these innovations. Her publications have covered the evolution of cryptocurrency and stablecoins, the impact of quantum computing on payments, offline digital payment capabilities, digital identity feasibility, and financial inclusion. She is passionate about understanding the gap between technological possibility and practical implementation, ensuring that payment innovation serves the broader goals of efficiency, security, and accessibility of the financial system. She has a Masters in public policy from Northwestern University and a Bachelors in Marine and Conservation Biology from Seattle University. 

Lawyers note that Ameriprise, despite its win, got relatively little of what it wanted and question whether the fight was worthwhile.

Travis Hoffman is a vice president and account executive in B. F. Saul Insurance's commercial lines practice. With over 18 years of experience designing insurance programs for complex commercial needs, he specializes in real estate, contractor risk, and multifaceted coverage analysis.

Jennifer Neal is a vice president and account executive in B. F. Saul Insurance's commercial lines practice. With over two decades of experience in the industry, Jennifer oversees and manages the commercial book of business and assists with agency policies and procedures.

What began as Transition to RIA founder Brad Wales' informal collection of large firms' division names and account types could turn into a collaborative industry glossary.

Surjit Chana started his 30-year career in the tech sector at IBM. He is a Harvard advanced leadership fellow and board director at Beneficial State Bank and Bancorp.

The bank exited the $1.95-trillion asset cap last year, but it had remained subject to the rest of the eight-year-old order.

Financial advisors who are curious about vibe coding have many free or relatively cheap options to help them get started.