In|Vest West 2018 Direct

Bryan Brizzi is a seasoned technology executive and transformation leader with over two decades of experience driving digital innovation in the insurance industry. As Chief Digital Officer at Crum & Forster, he leads the modernization of the Surplus & Specialty IT organization, delivering scalable, technology-driven solutions that enhance underwriting efficiency, reduce technical debt, and optimize business processes.

Following Liu's departure from Citi early this year, allegations arose that she had been mistreated by wealth head Andy Sieg. Citi investigated the accusations and ultimately denied them.

Rick Hirsh is a seasoned executive with 30+ years of experience leading management, sales, finance, and operations to drive growth in technology and software-enabled B2B services. He currently leads as CEO of Beneration, an insurtech platform built to cut waste and simplify the most error-prone parts of benefits billing for employers. Rick has driven organic growth, completed over a dozen acquisitions, and led four successful investor exits. Previously honored as Ernst & Young Entrepreneur of the Year, Rick and his companies have been recognized on the Inc. 500, Deloitte's Fast 50, and CRN Solution Provider 500. 

Artificial intelligence has been integrated in the back offices of many firms. In 2026, expect to see it make the leap to the front office.

New research highlights a widening planning gap among childfree savers, with lagging estate and long-term care planning exposing unique risks — and opportunities for advisors.

The recent fall in the price of bitcoin and other cryptocurrencies is likely to blame, experts say, but don't expect that decrease to continue forever.

A new risk alert calls out firms for improperly disclosing relationships with outside promoters brought in to provide a testimonial or endorsement.

Amanda Reynolds filed a complaint asking the court to determine whether pets can be recognized as non-humans dependents.

The GENIUS and Clarity Acts and SEC guidance on custody clear a path for advisors recommending digital asset strategies, albeit with expanded diligence protocols.

Loni Winkler is the leader of the tax practice in the Great Lakes region at UHY and has over 20 years of experience in public accounting. She provides tax and business consulting services to privately held businesses and has extensive experience in individual, corporate and flow-through entity federal and multi-state taxations. She assists business owners, CFOs and controllers in developing and implementing innovative business strategies to minimize risk, maximize profits, preserve wealth, and reduce taxes.