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Jason Walker is co-founder of Thrive HR Consulting.

Auto-enrollment is helping Gen Z Americans save much more actively than the 20-somethings of yesteryear.

The regulator's latest staff bulletin also calls on planners at hybrid firms to always be clear about if they're wearing their broker or advisor hat.

Robert Purcell is CFO at Billtrust. Previously, he was CFO at Talend, a global software technology firm. Prior to Talend, he was payments CFO at Paysafe. He was named CFO of the Year by the San Fernando Valley Business Journal and was a nominee for Ernst & Young's Entrepreneur of the Year Award.

Ryan Metcalf is the director of public affairs for Funding Circle U.S.

The regional firm, whose parent is the 10th largest bank in the world by market capitalization, is eager to pitch top advisors seeking stability. At the same time, it's ramping up a major branding campaign with Major League Soccer and Apple to woo next-generation clients.