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Richard Loebl is senior counsel in the Employee Benefits practice at Seyfarth Shaw LLP. He focuses his practice on the areas of employee benefits and executive compensation. He has worked extensively on questions related to fiduciary responsibility and has experience litigating fiduciary responsibility claims.

Marc Fosse is a partner in the Employee Benefits practice at Seyfarth Shaw LLP. He counsels clients in the design, implementation, and operation of domestic and international executive nonqualified and supplemental deferred compensation plans, as well as equity-based and other long-term incentive compensation arrangements.

There's a difference between advising a client on a decision and making the decision for them. What happens when the client demands the latter?

Kathy Kraninger is president and chief executive officer of the Florida Bankers Association. She served as Consumer Financial Protection Bureau director from 2018 to 2021.

Chris Touchton is president of itel, a data and technology company supporting the property insurance claims process. He has more than 20 years of experience in property and casualty insurance.

Tech titans Envestnet and Salesforce said they are partnering to offer a broader, more streamlined platform for advisors.

Louis C. Bernardi is the founder and benefit optimization officer at BritePath.

To remain successful in the workforce of the future, advisors will need to adapt and evolve to find new growth and meet clients' needs.

Like 2023, 2024 has been good to Edward Jones. The St. Louis-based firm finished the first quarter with higher revenues and more financial advisors on its payroll.