Playbook

Now in its fourth year, the annual beachside conference is bigger than ever, with satellite events planned throughout the year.

Errors and omissions policies may not represent the most exciting aspect of launching an advisory firm, but experts say custodians often require firms to purchase this and other insurance.

James Glover is principal, finance & enterprise, at Deloitte.

Dr. Cole Barfield has served as Chief Medical Officer of on-demand virtual care provider First Stop Health since 2024. As a board-certified Internal medicine physician, Dr. Barfield spent the first ten years of his career treating patients in inpatient, outpatient, and virtual primary care settings before co-founding and serving as CMO of Wellview Health, which later merged with SentryHealth before being acquired by First Stop Health in late 2023.

The IRS posted guidance just in the nick of time for some taxpayers on the treatment of research and experimentation expenses under the new tax law.

Vanguard was accused of giving advisors incentives to enroll clients in certain financial service without disclosing how they were being compensated.

Joe Myers is executive vice president of global banking at Diebold Nixdorf.

Also this week in Advisor Moves, Fifth Third reels in a big team from BNY Mellon, and MAI Capital Management doubles its AUM with a big acquisition deal.

Suresh Sadhu is an expert in SAP Master Data Governance and financial data management, helping organizations achieve clean, compliant, and centralized master data across complex ERP systems. He specializes in implementing governance frameworks, automated workflows, and data validation processes that improve accuracy, reduce errors, and enhance operational efficiency. Surresh partners with finance teams and business leaders to enable confident, data-driven decision-making and support sustainable business performance.

Winning the Powerball jackpot may be unlikely, but clients experience unexpected windfalls every day.