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

AI is allowing advisors to build custom tools and processes without deep knowledge of coding. Still, some guardrails will be necessary to keep compliant.

Sarah Donahue serves as Vice President of advocacy operations at Health Advocate. She brings over 25 years of experience in healthcare benefits, including 19 years with Health Advocate. In her current role, she oversees a team of more than 250 professionals across advocacy operations, claims and appeals, and care coordination. Sarah has extensive experience managing large-scale client implementations and driving operational excellence.

Snow Pine Private Wealth is the latest in a string of advisory groups to jump from UBS to Wells Fargo.

The lawsuit claims ShinyHunters, a prominent cybercrime group behind breaches at other wealth firms, exposed personal information after its ransom demands were refused.

Jeff Kroeger is President of Insureon, bringing nearly 20 years of commercial insurance experience and deep expertise in small business insurance. He assumed the role following HUB International's acquisition of Insureon in 2022 and leads the company's strategy across customer acquisition, product, technology and agency operations.

The sales pitch that private equity funds outperform publicly available investments is drawing much more skepticism. Here are the murky signals in the sector.

Darryl Cohen faces a maximum of 20 years in prison for fraudulently persuading professional atheletes to buy insurance policies at massive markups.

New Tax Foundation research reveals which households and regions gain most from President Donald Trump's One Big Beautiful Bill Act.

RIA leaders are debating "digital employees" but expect service models to expand to meet growing HNW needs, says industry observer Ric Edelman.