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What happens when a client loses their sense of purpose and identity when they choose to retire?

Despite the notion that an ESG backlash is pushing clients away, private equity products aiming to solve challenging problems through investments are still on the rise.

The latest court dispute between the two wealth management giants issues a widespread indictment against LPL's recruiting practices.

Liz Reimer is the chief human resource officer at Premise Health.

Asier Achutegui is the senior manager at the Microinsurance Network. With more than 15 years of experience in development, Achutegui previously worked in the evaluation, development and design of social inclusion public policy in Latin America and the Caribbean. He has experience in searching for development solutions globally and has worked in budgeting for projects aimed at improving the quality of life for the most vulnerable. In his current role, he is responsible for fundraising, coordinates key events and manages relationships with members from Europe.

With the exact timeline and eventual destination unclear, the private equity-backed firm was revealed as one of two major OSJs departing from LPL.

The Wall Street giant's Morgan Stanley at Work and private wealth units team up to serve top company officials — and possibly gain access to trillions in workplace wealth.

Tommy Nicholas is the co-founder and CEO of the identity risk management company Alloy. He is on X at @tommyrva.

Rishi Bharathan is CEO of Indyfin Powered by WiserAdvisor, enabling financial advisors to gather client feedback, ratings and reviews in a 100% compliant way.

With over 25 years in lead generation, digital marketing and information technology, his team has helped financial advisors and enterprise RIAs organically grow their businesses through qualified investor referrals worth over $15 billion in AUM annually. He has led WiserAdvisor through several acquisitions, including the recent acquisition of IndyFin.

FINMA, the Swiss Financial Market Supervisory Authority, is tightening its scrutiny following the collapse of Credit Suisse last year.