Playbook

The world's third-largest asset manager reported a record year, with assets in its funds rising by more than $1 trillion.

Sherjan Husainie is the Founder of KIRO,  the world's most advanced chiropractic brand. He studied Aerospace Engineering at the University of Toronto and Financial Engineering at UCLA Anderson. Before founding KIRO, Sherjan worked at Google and was a Vice President in Investment Banking at Morgan Stanley. His mission is to make modern, accessible chiropractic care available to 100 million members globally.

Paul Shoukry said Raymond James differentiates itself by not requiring advisors to push banking and other products and by not aggressively pursuing advisors who leave for industry rivals.

New data from J.P. Morgan reveals how retirement expectations diverge from reality, and what that means for advisors helping clients navigate life after work.

The Pinpoint Policy Institute's public campaign against the Institute for the Fiduciary Standard reflects a mysterious phase of the ongoing debate on private investments in 401(k) plans.

Evan Falchuk is the founder and CEO of Family First, Inc., which provides tech-enabled expert caregiving advocacy as an insurance and employee benefit. Evan is formerly the President of Best Doctors, Inc., the pioneers of tech-enabled expert medical opinion as an insurance and employee benefit.

Jeffery Williams is a managing director and insurance industry advisor at Microsoft, focused on AI‑driven transformation across insurance and employee benefits. He leads Microsoft's LTCI strategy, helping insurers and partners reimagine caregiving, risk management, and long‑term care through technology.

Travis Topp, managing director at Stout, advises public and private companies on complex accounting and financial reporting matters, including capital transactions, IPOs, M&A, revenue recognition and new accounting standards. He founded Topp Advisory in 2021, where he built a practice focused on IPO readiness, SEC reporting and strategic transactions across industries such as technology, SaaS, consumer products, retail, and manufacturing. Previously, he held leadership roles at CNM LLP and KPMG, specializing in accounting and transaction advisory.