Playbook

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Neal Richardson is a director in Baker Tilly's development and advisory community practice.

A well-planned retirement can go awry when clients overspend. Here's how financial advisors can rein them in.

Sonya Swink is a freelance reporter specializing in finance coverage.

Her background is in deadline-driven reporting spanning commercial real estate, asset management and general business coverage. Swink has been featured in Bisnow, the Financial Times and The Guardian.

A California man's complaint alleges that Morgan Stanley's website enabled tracking tech from Google and Microsoft to collect web visitors' browsing data for targeted online ads.

Schwab limits the proportion of assets that its advisory partners can hold in risky long-short SMAs to 30% of the total.

Margaret Williams is Director of Product Management for Insurance and Utilities at EarthDaily. She leads the development of data-driven solutions that support underwriting, risk assessment, and decision-making, with a focus on applying geospatial analytics to real-world insurance and infrastructure challenges.

In a Q1 earnings call, CEO Jim Cracchiolo emphasized the firm's recruiting approach that seeks a "built, not bought" advisor workforce.