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SEC Chairman Paul Atkins said that opacity of the private credit market and a flurry of redemption requests are raising concerns about defaults.

Adam Cox led the wealth management division of a regional bank for 10 years. His lack of an ownership stake in the business he'd spent so much time building eventually drove him to seek independence.

A consulting and M&A advisory firm presented six prospective sellers to 17 buyers, with striking results for any advisory teams tapping into a frothy M&A market.

Brad Medd is Chief Technology Officer at Zinnia, where he leads the development of modern, scalable platforms that power the company's vision. With over 25 years of experience spanning financial services, healthcare, and technology, Brad brings deep expertise in platform innovation, cloud transformation, and agile delivery. Prior to Zinnia, Brad served as Managing Director and SVP at IHS Markit, where he led major technology transformations across diverse asset classes, from leveraged loans to retail brokerage. His approach combines technical depth with a clear focus on enhancing the user experience through thoughtful, future-ready solutions. Brad holds a bachelor degree in Economics from Johns Hopkins University.

Brandon Batiste is VP of health care innovation at Morgan Health

Ron Kruszewski led Stifel through a year that saw record revenue and strong advisor recruiting, but also a string of legal setbacks.

A three-judge panel on the Fourth Circuit Appeals agrees with Merrill that its deferred compensation policies are a bonus used to reward brokers for loyalty to the firm.

The annual Diamond Consultants advisor transition tracking study identified the winners and losers of 2025. But it also noted how quickly things can change.

Julio Pernía is the founder and CEO of Bdeo.

Pernía is a leading entrepreneur with experience across multiple technology sectors. In 2006, he founded Reparanet, the largest SaaS platform for repair companies in Spain. He also co-founded Director11, a sports management SaaS platform that is currently the most used product in Spain's La Liga.

Akash Agarwal is the founder and CEO of Pibit.AI. He leads the team behind CURE™, a unified underwriting decision framework designed to bring clarity, structure, and transparency to modern underwriting.