In|Vest West 2018 Direct

Ramon Looby is the founder of Axxale Communications Group and a former senior director of public policy at the Consumer Data Industry Association. He is also the former president and CEO of the Maryland Bankers Association, and a former senior vice president of Public Policy at Bank of America.

In J.D. Power’s annual survey, independent and employee reps gave wealth managers a higher satisfaction index than last year.

Two-thirds of advisors agree that technology is key to serving more clients and driving growth, and will significantly change advisory practices in the future.

According to Financial Planning’s 2021 Tech Survey, large firms are ramping up spending while smaller firms are keeping budgets modest. Are they starting to fall behind?

An array of personal experiences has helped them solve problems for physicians from the Middle East, colonels in the U.S. Army and professional athletes from Compton, the authors write.

Chelsea Hodl, CFP, provides concierge level financial planning and analysis for clients as well as partner relations with financial vendors. She has also co-authored a book on financial tips.

Shannon Irwin provides clients with concierge level services as related to the Synergy process for financial planning and portfolio management. She has worked with banks and brokerages in varying capacities over her career.

Renee Schroder works with clients on back office operations at Synergy Financial Group and supports in managing client relationships. She processes client information and manages ongoing client projects.

Other banks, including Bank of America, Citigroup, JPMorgan Chase and Wells Fargo, have yet to resume giving to federal candidates or committees.

Retirement plans that enroll all eligible employees get a very low opt-out rate -- and can help both workers and their employers.