Playbook

Jessica Adams is Chief People & Culture Officer at The Krazy Coupon Lady and a recognized HR leader with expertise in scaling teams, culture, and retention. A frequent contributor and speaker, she's been honored by Workforce Magazine, EBN, and Crain's for her impact in the field.

Hilani Kerr leads the wealth and distribution platforms at Zinnia, applying 20 years of leadership across Wells Fargo, Bank of America Merrill Lynch, Deutsche Bank and Porticoes Capital to embed insurance and wealth solutions into unified financial strategies and broaden access to those products to all clients. 

In separate cases, two federal judges found that neither Wells Fargo nor LPL had a fiduciary obligation to look for clients' best interests with uninvested cash held in brokerage accounts.

Even after accounting for income, Black Americans still trail in retirement savings, according to a recent EBRI study. Advisors point to a mix of historic and systemic barriers that make the gap hard to close.

With a geographically spread-out workforce, Nate Byers of Calculated Wealth recognized the need to invest in defensive measures to keep client data safe.

Romina Muhametaj is senior director of Medius Pay sales and operations at Medius.

Once client data enters a tech provider's software, does your firm still own it? It's not a given.

Lack of communication can breed conflict, but offering an outside perspective can smooth over family conflicts.