Sheri Pontolillo, Principal at World Insurance, discusses how to support teams through the challenges of integration, emphasizing empathy, communication, and acting in the moment, not later.

Released: April 30, 2025

Klint Kendrick, HR M&A Leader, shares how leadership exits and excess attrition can quietly drain millions in deal value, and why people must be part of the M&A equation from the start.

Released: April 23, 2025

David Blisk, CEO of Spire Investment Partners, explains how a personalized, culture-focused approach to recruitment helps his firm attract advisors who want to be known by name—not as one of thousands.

Released: April 16, 2025

Todd Cooper, CRO with TIFIN AG, shares how AI is driving growth, personalization, and productivity across financial services by helping firms streamline workflows and deliver better outcomes.

Released: April 9, 2025

Todd Cooper, CRO with TIFIN AG, breaks down three common AI mistakes in finance and shares how to approach AI with focus, structure, and a test-and-learn mindset.

Released: April 2, 2025

Klint Kendrick, HR M&A Leader, shares how retention bonuses, equity, and deferred consideration can be structured to keep key talent engaged and aligned through M&A transitions.

Released: March 26, 2025

Mitchell Wood, President of INTRUA Financial, explains how valuing relationships at all levels drives business success in financial services.

Released: March 19, 2025

David Blisk, CEO & Founder, Spire Investment Partners, highlights the importance of succession planning in financial advisory M&A. 

Released: March 12, 2025

Sheri Pontolillo, Principal, World Insurance Associates, shares why transparency, trust, and alignment are key to a successful M&A deal—ensuring value for employees and stakeholders alike.

Released: March 05, 2025

Klint Kendrick, HR M&A Leader, shares how ignoring employees in mergers can lead to lost talent and deal value, emphasizing the importance of the human impact in acquisitions.

Released: February 26, 2025

Todd Cooper, CRO with TIFIN AG, explores how generative and supervised AI enhance efficiency, decision-making, and client engagement in finance.

Released: February 18, 2025

Todd Cooper, CRO with TIFIN AG, discusses how firms and advisors are experimenting with AI to improve efficiency, automation, and client engagement.

Released: February 11, 2025

Tony Scalia of Nobles & Richards shares how AI is transforming financial services, cutting costs, and accelerating decision-making.

Released: February 04, 2025