Playbook

Nicholas Dooley, CMEA, supervises Withum's Cost Segregation Services group, helping real estate owners, developers and investors identify tax-saving opportunities through strategic fixed asset analysis and accelerated depreciation studies.

Nicola M White is a reporter at Bloomberg News.

An industry recruiter says two big questions remain: Can Raymond James keep up its recruiting momentum after most Commonwealth advisors are settled? And how will LPL Financial respond?

Advisors overwhelmingly think they are adept at serving women investors, but fewer than 4 in 10 say they actually understand women's financial and retirement goals.

Scott Davis is partner-in-charge of not-for-profit services at Top 100 Firm Prager Metis.

Lisa Matthews is a cybersecurity, AI governance, and technology risk executive with over 20 years of experience across major U.S. financial institutions, including Ally, Wells Fargo, and Bank of America.