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Consolidation may be a prevailing industry trend. But the founders of a Chicago-based RIA see no reason to join a large aggregator.

ESG was seen as a counter Trump's presidency eight years ago. The story has changed.

John Toman is co-founder and chief product officer of Pivot Payables, a fintech company delivering corporate financial operations solutions. With a history of developing accounts payable automation and business to business payment solutions, Toman is a pioneer in applying AI, blockchain and virtual credit cards to improve financial operations. He writes about all things AP in his blog, "The Payables Guy."

Austin Aten, ACAS, is head of cyber pricing at Coalition, where he leads the actuarial pricing team and is responsible for designing and optimizing data-driven pricing strategies and models. Collaborating closely with Coalition's in-house, industry-leading security experts, Austin and his team have successfully crafted comprehensive cyber pricing solutions, ensuring continued effectiveness in today's ever-changing risk landscape. Before joining Coalition, Austin worked at Great American Insurance Group within the Corporate Actuarial Division. Austin has spent over 10 years in the P&C insurance industry. He graduated from the University of Cincinnati with a bachelor's degree in mathematics, statistics, and actuarial sciences.

There's financial outlay and risk, but the rewards of investing in a well-run, growth-minded advisory firm can be huge.

A new partnership with the tech firm Carta will position Morgan Stanley at Work to manage stock-compensation plans for more than 2,000 private companies that are moving toward IPOs.

Former financial advisors accused the firm of filing false disclosures about a template invoice their onetime employer claimed they sent to clients.

In 2025, premiums for Medicare Part B will grow twice as fast as Social Security benefits — and those premiums are deducted straight from the checks.

Matt Darula is head of product and digital offerings for Guardian Life Insurance's employee benefits business, responsible for the design, development, and deployment of new offerings, inclusive of traditional insurance products, well-being programs, and digital capabilities.

Art Marrapese is employee benefits practice area chair at Barclay Damon.