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Chad Scott is a consulting manager at The Bonadio Group with more than 13 years of public accounting experience serving financial institutions, SEC registrants, and privately held companies. Chad specializes in strategic advisory, including CECL implementation and modeling, financial planning and analysis, internal audit, and fraud investigations.

Compensation differences between wirehouses and regional firms become pronounced at the $2 million production level, with regionals rising to the top of the pay scale and wirehouses grouping together at the bottom.

A report from the industry tracking-firm DeVoe & Co. finds that 2026 is off to the strongest start for RIA acquisitions ever and broker-dealers like LPL are among the main purchasers.

Farrukh Alimov is team lead for portfolio valuation and fund advisory services at Withum, an accounting and advisory firm.

While the megabank had previously announced an executive shakeup, it revealed that Pershing is part of a newly combined business line moving forward.

Anshul Agrawal is the founder of June15 Consulting, a Toronto-based consultancy that helps public accounting firms of all sizes with direct ownership offshoring in Argentina, India and the Philippines. He is also the host of the Accounting Trailblazers Podcast.

When it comes to compensation, firms really start to distinguish themselves at the $1 million production level. Janney has become one of the lower payers in recent years, while RBC and UBS have signaled a greater willingness to work with these advisors.

Advisors acting as financial planning sherpas can guide clients up tricky terrain to reach retirement peaks.

Christopher Richards is the founder and CEO of Legacy as a Benefit®, where he serves as the architect of a framework examining how employers can better align long-term investment in people with employee outcomes and workplace culture.

Alexei Alexandorv served as the chief economist of the Federal Housing Finance Agency and in various roles at the Consumer Financial Protection Bureau. He previously worked as an assistant professor at the University of Rochester, and in various leadership roles at Amazon and Wayfair.