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Ram Palaniappan is the founder and CEO of EarnIn, a fintech company that helps people access their earnings as they work and gain more control over their cash flow. A longtime entrepreneur, Ram started EarnIn after advancing pay to employees at his previous company who needed money before payday.

Schwab services 16,000 RIAs with 2,000 different fee structures. According to the industry's largest custodian, the exact costs come down to "a very personalized negotiation" with the firms.

Blue Owl has borne the brunt of investor angst around private credit and their non-traded BDCs after a scrutinized and eventually scrapped merger of two of its private credit funds in November led the manager to halt redemptions from the non-traded vehicle.

Lori Thomas is a senior vice president at MetTel, a leading provider of digital transformation and communications solutions for enterprises. She leads the firm's Strategic Engagement & Transformation efforts.

For our Know Your Niche series, Steve Mason, with Bank of America's Private Bank, has developed a client base out of horse lovers like himself.

After experiencing $14 billion in assets outflows in the last quarter of 2025, UBS brought in more than $5 billion in the first quarter of this year.

The newly formed Cetera Planning Partners is part of the firm's plan to broaden its channel for advisors working as direct employees.

Mark McArdle is the head of public policy and regulatory affairs at NewRez, a large servicer and originator, and previously spent 15 years in government, including almost 8 years at CFPB.  Views expressed here are his own.

A federal judge finds that the embattled brokerage Alpine Securities' argument that FINRA should answer to the federal executive branch amounts to " wishful thinking" that "collapses under the weight of spiraling aspiration."