Playbook

Also, Raymond James lands a $420M father-son team from Edward Jones, Cetera recruits a $350M LPL duo, and Cambridge acquires a $1B AUM dual registrant.

Invent CEO Oleg Tishkevich sits down with Financial Planning reporter Rob Burgess for this Leaders session recorded at ADVISE AI 2025 in Las Vegas.

Advisors who reframed strategic decisions shifted investor perceptions of identical financial results, research shows; here's what that means for retirement planning.

With the rapid growth of the RIA industry, large wealth managers are increasingly finding ways to make money by supporting independent advisory practices.

Whitney Stewart Russell is president of digital solutions at Fiserv.

Dr. Jonathan Thorp is CEO of Quantum Connections, a leader in the science and practice of relational dynamics and human connection.

Carlos Marmolejo is CEO of Finsus.

The latest SEC Enforcement Activity report finds that the watchdog agency has only started four regulatory cases against public companies under the current presidential administration.

Mark McDonald is president of CoStar Real Estate Manager (formerly Virtual Premise), a wholly owned subsidiary of CoStar Group. McDonald joined Virtual Premise as a member of the professional services team while the company was still in the start-up phase. He also served as the leader of the field sales team during a multi-year period of hyper-growth, worked to establish implementation partnerships with the Big Four, and guided numerous F500 companies through the digital transformation of their real estate portfolios and lease accounting compliance. He currently leads CoStar Real Estate Manager's overall strategy development and operations.