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Here's a breakdown of the most important proposals and debates circulating in policy circles ahead of this year's election and a big Supreme Court decision.

Scott Shapiro is the KPMG US Sector Leader for Insurance leading the firm's client experience and resources for the insurance practice. Shapiro joined KPMG in 2012 and has extensive experience in both industry and consulting, spanning over 30 years.

Brian Spinelli is co-chief investment officer of Halbert Hargrove, a $2.7 billion fiduciary investment management and wealth advisory firm serving clients across the West Coast and beyond.

Based in Long Beach, California, Spinelli has been with Hargrove, founded in 1933, since 2006.

Converting prospects and leads to actual clients is key to boosting organic growth but can be daunting. Here's three ways to do it better in 2024.

Jen Truscott, senior vice president of Aetna Clinical Solutions, supports CVS Health's strategy to improve access, engagement and connection to care for members and customers. With an almost 30-year career in health care, Jen has worked across customer experience, behavioral health and more, garnering a deep understanding of how health care benefits can support members' holistic health.

From 19K+ submissions, FP presents a handful of the most pertinent points; here's how Charles Schwab, the Consumer Federation of America, the Investment Company Institute and others argue the rule will affect wealth management.

Lisa Walsh is the senior vice president, investments, LJW Wealth Management of Raymond James.

For nearly 30 years, she has practiced a holistic approach to personalized planning that addresses the financial complexities inherent in the lives of high net worth individuals and families. She is based in Buffalo, New York.

Meeting the needs of forward-thinking advisors is what the man known as "Mr. Purple" says his firm's platform is all about.

Wendy Houser is the Chief Wholesale Officer for Markel Specialty, Chair of the Insurance Industry Charitable Foundation (IICF) Board of Governors, and past Chair of the IICF Southeast Division Board of Directors. Houser spent 10 years as a wholesale broker before joining Markel. She was promoted to Regional President in 2014, then served as Chief Territory Officer for the West. She is also a veteran of the U.S. Navy and Navy Reserves.