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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Dave Warfel is Head of Aviation, North America for global insurer Allianz Commercial. Dave has two decades of aviation insurance experience with a background in general aviation, product liability and airline underwriting. He is a graduate of the Institute of Aviation at the University of Illinois and is a licensed commercial pilot.
August 15
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Slight shifts in the makeup of the biggest firms in the channel reflect a more complicated picture than sheer dominance by the giants at the top.
August 15
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An LPL independent contractor accuses the firm of not doing enough to stop salacious remarks directed at him that started after a top Bank of Springfield executive learned he was gay.
August 15
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Missouri Secretary of State John Ashcroft's office said the ruling was "not just legally deficient but also morally wrong."
August 15
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A belief in the exceptional nature of U.S. markets can blind advisors to clients' true risk tolerance.
August 15
Toews Asset Management -
Jennifer Overhulse is the principal owner of St. Nick Media Services. She is a writer, a content creation specialist, and a public relations (PR) authority with an extensive journalism background and insurance expertise specifically related to trends driving the adoption and implementation of insurance technology (InsurTech), its impact on greenfield and incumbent insurance companies, distribution channels, startup partners, and the industry at-large. Jennifer has over 25 years of writing and editing experience. Her sweet spots lie in identifying issues, niches and opportunities for clients, developing and applying go-to-market strategy, and creating provocative content that resonates with targeted audiences.
August 14
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Regulators have been working their way steadily down from the biggest players in the industry to regional firms in their quest to stamp out abuses of "off-channel" communications.
August 14
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The next few weeks will be critical as the COLA is determined on the average inflation rate in the third quarter — July, August and September — versus the average third-quarter inflation a year ago.
August 14
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Essential free services play a critical role for clients, financial advisors' careers and industry recruiting. But only if practitioners avoid some pitfalls, experts say.
August 14
