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Still, the number of widows who leave advisors is three times higher than the industry average. It doesn't have to be that bad.

The new money will be used primarily to pay off investors who provided capital when Reverence first bought a majority stake in the former Advisor Group in 2019.

When the same buzzwords — "fiduciary," "holistic," "goals-based," "client-driven" — appear on most wealth firms' websites, they do little to help firms stand out in a crowded market, experts say. There are, however, tactics that work.

Andrew is the managing director for North America at Xero. He is responsible for shaping and executing Xero's strategy to accelerate growth across the US and Canada. Andrew has had a career dedicated to empowering small businesses. Prior to Xero, he led mid market sales at Intuit and global SMB and mid market sales at PayPal. He also founded and scaled Swift Financial into a US $300M lending platform with US $100M in ARR — supporting thousands of small businesses — before its acquisition by PayPal. Andrew holds a Bachelor's Degree in Political Science from the University of Delaware.

Rachel Koning Beals has covered investing, financial markets and banking for nearly three decades, publishing articles, video interviews and podcasts for MarketWatch, Barron's and industry trade publications.

The influential planning entrepreneur and the FPA are leading an effort to change a tiered fee structure for continuing education providers that started three years ago.

Joseph Perello is the founder and CEO of Props, a performance-based creator marketing platform. He previously served as chief marketing officer of New York City, appointed by Mayor Michael Bloomberg, and as vice president of the New York Yankees.

Andrius Tamosiunas leads TMF Group's transfer pricing and Pillar Two services. He brings over a decade of experience across the full spectrum of transfer pricing, including structuring, compliance, benchmarking and risk assessment. He has overseen numerous global transfer pricing documentation projects and has a strong track record in analysing complex cross-border intercompany transactions, including operational and financial transactions, restructurings, and IP licensing. He also supports multinational companies with a centrally coordinated approach to meeting their Pillar Two tax reporting obligations efficiently and accurately across multiple jurisdictions.

Dubai, UAE, April 28th, 2026, Chainwire

The Trump administration's push for alternative investments in 401(k)s steamrolls ERISA law, argues Knut Rostad.