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Margaret Williams is Director of Product Management for Insurance and Utilities at EarthDaily. She leads the development of data-driven solutions that support underwriting, risk assessment, and decision-making, with a focus on applying geospatial analytics to real-world insurance and infrastructure challenges.

In a Q1 earnings call, CEO Jim Cracchiolo emphasized the firm's recruiting approach that seeks a "built, not bought" advisor workforce.

The latest Cerulli Associates study tracking investors' willingness to pay for financial advice offered a mix of potential challenges with new business opportunities.

The Bahnsen Group, founded in 2015 by a former Morgan Stanley team, has grown into a private wealth powerhouse with roughly 100 employees and offices in three states.

Aaron Cheiffetz is an executive strategist with CDW, where he focuses on how structural shifts in markets and technology reshape banking and capital markets. He holds an MBA from Wake Forest University.

Raymond James spent more than $100 million to recruit and retain advisors in its latest quarter. CEO Paul Shoukry says he'd rather do that than buy another firm.

Jess Polito of Turkey Hill Management says she believes her firm is the only M&A advisory firm that exclusively uses retainer fees, rather than commissions.