Playbook

Justin Brownlee started an RIA targeting energy, oil and gas employees. His hyperspecific marketing tactics have helped grow the firm into a thriving niche.

Fidelity Institutional Wealth Management Services faces competitive threats in an era of ETFs and multicustodian advisory practices. But it has big advantages.

​Jon Pruzan is co-president of Pretium, overseeing the firm's strategic and operational initiatives. He is a member of Pretium's executive committee and board of directors. Prior to joining Pretium in 2023, Jon spent nearly 30 years at Morgan Stanley (1994-2023), most recently as chief operating officer and executive vice president (2021-23).

Jacob O. William writes about the infrastructure of trust in financial systems, with a focus on fintech, automation and human-centered design.

A bipartisan proposal to create a 75-year sovereign wealth fund for Social Security is not promising, according to Boston College researchers.

Dorota Gawron is a consultant at Sollers Consulting, specializing in pricing transformation and digital innovation in the insurance sector. 

Michał Trochimczuk is Co-founder and managing partner of Sollers Consulting, a global firm specializing in digital transformation for the insurance and financial services industries.

Steve Bailey is the president and chief operating officer of RockWallet, a fully licensed digital asset platform.

According to a recent survey by Janus Henderson, 79% of clients said they would be upset to learn an advisor used AI without telling them.

Ofir Nir is the chief financial officer at Flatworld Solutions, where he leads global finance operations across accounting, FP&A and financial systems. With over 20 years of experience, including senior finance roles at GE and SUEZ and earlier in audit at KPMG, his work focuses on building scalable, audit-ready finance functions in private equity-backed environments. He has led ERP implementations, process standardization efforts, and control enhancements, with a focus on ensuring finance organizations can support automation and growth through disciplined operations and reliable data.