Commercial banking

Alexandra Mousavizadeh is the co-founder and co-CEO of Evident, an AI benchmarking intelligence platform that specializes in ranking companies on their AI adoption progress. She has 20 years experience in building indexes for nations and companies on economic and technological issues. Prior to Evident, Mousavizadeh led Tortoise Media's intelligence business, where she developed the Global AI Index. Previously, she was director of The Prosperity Index for the Legatum Institute (now the Prosperity Institute). Mousavizadeh's earlier roles include CEO of ARC Rating, senior sovereign analyst for Moody's and head of country risk management at Morgan Stanley.

Brendan Clegg is a partner at Luse Gorman, PC.

At 42, an Idaho store clerk dreams of retiring by 55. His ultra-frugal freegan lifestyle could make it happen, but advisors have one major concern.

The F/m Compoundr High Yield Bond ETF (CPHY) and the F/m Compoundr U.S. Aggregate Bond ETF (CPAG) began trading this week.

A number of variables including illiquidity and opaque valuations may cause advisors to think twice before recommending this alternative asset to clients.

Louis "Louie" Zitting is the Founder of MonitorBase and General Manager of Credit at MMI.

The Trump administration tightened long-standing eligibility requirements for clean energy tax credits.

Plus, UBS loses a pair of advisors from a prominent team to Morgan Stanley, while SageView and Corient make big acquisition deals.

Experts say that letting agentic AI complete rote tasks will leave advisors more time to connect with the clients they serve.

Financial advisors can multiply their reach, the value of their business and their client services by tapping new employees. Finding the right fit is a careful dance.

Advisor pay policies are often notoriously complicated affairs. LPL is seeking to simplify it all with a new AI offering that promises to bring "clarity and intelligence to every payout."

Connie Hougland is vice president of Charity Experience and Market Strategy at National Christian Foundation (NCF) and the founder of WidowRISE, a newly launched platform created to support widows in grief, healing and legacy.

Diogo Mónica is a general partner at Haun Ventures and co-founder of Anchorage Digital.