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Patti Clement, CPRIA, is executive vice president of high net worth personal insurance at HUB International.

Robert Sandrew is the chief growth officer at Integrated Partners, a national financial planning and registered investment advisory (RIA) firm. His focus is on finding the right fit for advisors looking for a new home and bringing the right kind of talent into the Integrated Partners organization.

They will take "senior advisor positions" upon Clayton, Dubilier's deal to take the RIA consolidator private — a deal netting them tens of millions of dollars.

Tom Spann is CEO and co-founder of Brighside, the leading Financial Care benefits solution for employers. Prior to that, he was the co-founder of Accolade, a pioneering healthcare navigation company.

Tina Gilbert is the Managing Director of Management Leadership for Tomorrow's Advisory Services - a non-profit with the mission to create Racial Equity within the workforce. Tina has over 25 years of Strategic Consulting, DEI Leadership and Change Management experience working at Accenture, Teva Pharmaceuticals and Accolade Healthcare Navigation.

Raise these queries to uncover potential sticking points before your advisory firm signs on the dotted line.

Divorce is going up for older couples, who make up the majority of clients in wealth management. Experts from across the industry share how to help.

Artificial intelligence has come a long way. But when it comes to financial advice, studies show clients still prefer the human touch.

The company that provides services to 107,000 advisors posted financial results that meet estimates without breaking new ground.

Karla Booe is chief compliance officer at Zeta.