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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.

CEO Brian Moynihan said the firm recruited twice the number of advisors it did a year ago and is making progress fighting advisor attrition.

Behavioral finance expert Tim Maurer shares how planners can adjust their language and approach to help clients move toward their goals.

Chief Financial Officer Sharon Yeshaya says financial advisors have $400 billion in assets since 2020 from clients who first came to Morgan Stanley either through its workplace or E-Trade businesses.

Tim Seifert serves as a senior vice president and head of retirement solutions distribution for Lincoln Financial Distributors, the wholesaling distribution organization for Lincoln Financial.