More about InVest: As new digital tools transform wealth management, the industry’s largest players are rushing to adapt to ever-increasing customer expectations, while smaller firms strive to keep pace. Behind the scenes, many are investing more on technology and hiring to drive growth, but margins remain under pressure. In|Vest West is exploring all the dynamics at play — from front to back office — and the technologies that are shaping the future of the firm.
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Bryan Robertson is a seasoned commercial insurance professional with over 15 years of extensive experience in the industry. As a 5th-generation Central Floridian, he brings a deep connection to the region, understanding the unique challenges and opportunities that businesses face. Throughout his career, Bryan has demonstrated a complex understanding of risk management, coverage negotiations, and client relationship management, helping middle market and larger corporations secure comprehensive insurance solutions tailored to their unique needs. In the fall of 2020, Bryan, along with two partners, acquired Hatcher Insurance.
Under their leadership, the company has experienced significant growth, expanding from a team of 5 to over 30 employees. This rapid expansion reflects their commitment to excellence and their ability to adapt to the evolving needs of the market. Rooted in the rich family heritage of Central Florida business owners, Bryan is committed to contributing to the growth and prosperity of his community through his business.
Bryan is recognized for his leadership and mentorship abilities, having led teams to achieve record industry new business growth. Leading to recognition by the Orlando Business Journals' class of 2022 – Top 40 under 40.
April 14
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Like its rival Morgan Stanley, Wells Fargo saw a healthy increase in its AUM and wealth revenues before Trump's tariff policies sent investments reeling.
April 11
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An investor who began his career at Ameriprise collected profiles of professionals from an array of fields whose achievements point the way forward.
April 11
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Executives at the Wall Street giant expressed optimism that clients will turn to it more for advice amid economic uncertainty.
April 11
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Pamela J. Hunter is Speaker Pro Tempore, New York State Assembly and President of the National Council of Insurance Legislators (NCOIL).
April 11
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Jon Godfread is the North Dakota Insurance Commissioner & President of the National Association of Insurance Commissioners (NAIC).
April 11
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Advisors who have developed a consistent rhythm say preparing ahead of time for periods of volatility can reduce stress in the moment.
April 11
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With more than 25 years of experience in the insurance and technology industries, George Robertson provides a seasoned perspective on emerging technological trends and their impact on insurance professionals and clients. As a former board member of the Independent Insurance Agents & Brokers of America (IIABA) Agency Council for Technology, he has played a key role in tracking strategic developments that shape consumer expectations and business opportunities.
George also served as co-chair of the Cyber Workgroup, where he helped develop The Cyber Guide for Insurance Agents, a resource designed to assist agents with cyber regulation compliance and safeguard both agencies and their customers. With expertise in cyber insurance, insurtech, artificial intelligence, and agency automation, he delivers valuable insights that drive innovation and progress within the insurance industry. He can be reached at
grobertson@ncinsquote.com .April 11
