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Janet King is Senior Vice President of Content Strategy at Arizent, where she leads custom research and thought leadership initiatives serving the financial services industry. She specializes in translating audience insights into data driven storytelling that helps firms strengthen strategy, engage advisors and drive measurable business impact. Janet has held senior research and insights roles at Arizent, IDG and HIMSS.

Ryan Frazier is the co-founder and Chief Executive Officer of Arrived, a financial technology platform that empowers investors with the opportunity to build wealth through modern real estate investing.

The pilot program for the new Trump accounts will deposit $1,000 into the accounts of children born between 2025 and 2028.

In this month's FACO, we asked how much time advisors spent on their firm's brands, what their marketing objectives were and their main sources of new clients.

Mario Payne — an independent advisor who had used Charles Schwab and TD Ameritrade for custodial services — lands both firms in hot water over his recommendations of risky investment products.

Amy Drinkard of Steadmont Advisors advises clients through divorce and deaths, guiding them through some of the hardest parts of their lives — the latest in our Know Your Niche series.

Megan Ryan is a payments professional specializing in digital innovations and emerging technologies. For five years, until 2026, she worked for the Federal Reserve Bank of Chicago as a payments policy specialist. At the Federal Reserve she focused on examining how technological advancements are reshaping the way individuals and businesses move money, with attention to the policy implications of these innovations. Her publications have covered the evolution of cryptocurrency and stablecoins, the impact of quantum computing on payments, offline digital payment capabilities, digital identity feasibility, and financial inclusion. She is passionate about understanding the gap between technological possibility and practical implementation, ensuring that payment innovation serves the broader goals of efficiency, security, and accessibility of the financial system. She has a Masters in public policy from Northwestern University and a Bachelors in Marine and Conservation Biology from Seattle University. 

Lawyers note that Ameriprise, despite its win, got relatively little of what it wanted and question whether the fight was worthwhile.

Travis Hoffman is a vice president and account executive in B. F. Saul Insurance's commercial lines practice. With over 18 years of experience designing insurance programs for complex commercial needs, he specializes in real estate, contractor risk, and multifaceted coverage analysis.

Jennifer Neal is a vice president and account executive in B. F. Saul Insurance's commercial lines practice. With over two decades of experience in the industry, Jennifer oversees and manages the commercial book of business and assists with agency policies and procedures.