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Called Powder and crafted by the minds behind Addepar's Navigator, the wealthtech startup wants to cut the old-school sales process from months to weeks by injecting AI into every step.

Richard Wickliffe, CPCU, ARM, CLU has been in leadership in the insurance industry for over 20 years. He has been a keynote speaker about unique fraud and insurance crimes at venues including a CPCU conferment and the FBI's InfraGard Counterterrorism conferences, where he received the FBI's Exceptional Service in the Public Interest Award. He's also the author of award-winning crime fiction, as well an upcoming non-fiction about insurance crimes. He can be reached at RLWickliffe@yahoo.com.

Caroline Savello is Color's President, leading the company's work with over 1500 private and public health organizations including employers, funds, plans, and government institutions. Prior to joining Color in 2018, she worked at Bloomberg LP in their global media business, and began her career at the Boston Consulting Group where she focused on global and public health. She is a graduate of Yale University with a joint B.A./M.A. in political science.

Both private equity-backed acquirers made deals to purchase billion-dollar advisory firms.

Planners and their clients can use the annual cost-of-living adjustments as a helpful reminder to consider tweaks to retirement savings and strategies, experts said.

Jack Zhang is co-founder and CEO of Airwallex.

E. Kingston Koser has been in the insurance industry for over two decades, with the past 19 dedicated to improving the insurance regulatory compliance process. As Rhoads Vice President of Strategic Services, Koser seeks to find innovative solutions to complex insurance regulatory problems. He is also responsible for managing relationships with Rhoads affinity partners and oversees the day-to-day operations of Rhoads' managed services team. Previously, he worked in various leadership positions at the National Insurance Producer Registry, most recently as business development director.

Despite concerns about corporate DEI efforts in retreat, financial planners at an industry diversity summit rallied to move forward on creating inclusive cultures.

Some argue the standard-setting organization could be doing more to expel 'bad apples' from the industry.

The St. Louis-based firm now has more than 19,000 financial advisors, according to its latest SEC filing.