News & Analysis as of August 29, 2025

Professional Development

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Follow this channel for smart insights on business development strategies and tactics for lawyers and law firms today. Writers in this channel include coaches, consultant, marketers, lawyers, and... more +

How the 2025 Schwab RIA Benchmarking Study Reshapes the RIA Playbook

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on 8/20/2025

Schwab’s latest 2025 RIA Benchmarking Study—based on self-reported data from approximately 1,288 independent advisory firms holding over $2.4 trillion in client assets—delivers powerful insights into what’s driving growth,...more

Welcome Trevor Salter: A Deep Dive Into Financial Services Transactions — Payments Pros Podcast

Troutman Pepper Locke on 9/18/2024

In this special joint episode of Payments Pros and The Consumer Finance Podcast, Chris Willis and Carlin McCrory introduce Trevor Salter, a seasoned financial services transactional attorney who recently joined Troutman...more

Cross-Examination: Jodi Perry, National Head of Advisor Recruiting at Raymond James

Fox Rothschild LLP on 6/5/2024

What's the secret to successfully recruiting advisors? Understanding that moving from one firm to another is probably one of the most stressful things that an advisor can go through. That’s what Jodi Perry, National Head of...more

Fore!ward June 2023 - The Belfry, Our Bellwether?

Cadwalader, Wickersham & Taft LLP on 6/9/2023

Earlier this week, more than 200 of the top leaders in fund finance met at the first-ever FFA Global Leadership Summit. The two-day mini-conference, in a week where the PGA Tour and Saudi-backed LIV tour shockingly announced...more

[Event] Women Leaders in Financial Services Law and Compliance – Professional development, Substantive Legal Discussion, and...

American Conference Institute (ACI) on 7/29/2019

Now, more so than ever before, we continue to hear dialogue about diversity and inclusion in the workplace hoping to achieve a clearer path towards equality. The financial services industry is not immune from this premise. ...more

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