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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Jacob Geyer, CPCU, Chief Insurance Officer at CompScience. Insurance executive with 18+ years experience, including responsibility of a $1B+ monoline writer of Workers' Compensation. Background in Actuarial Science and fronting partnerships for WC, Commercial Auto, General Liability, and Commercial Property.
September 1
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Dale has more than 17 years of Workers' Compensation experience encompasses underwriting, claims and operations. He has extensive Workers' Compensation claims expertise and led a 50-state claims organization, including management oversite of several third-party administrators. Dale is seasoned in personnel leadership and customer-centric relationship management and has a track record in business development with an innovative focus on enhancing processes and procedures to gain operational simplicity.
September 1
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Fires like the tragic one that devastated the Hawaiian island are among many disasters where advisors can play a role in mitigating or preventing losses.
August 31
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The state regulators group plans eventually to introduce a similar system for independent advisor representatives.
August 31
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If members approve, the Society of Financial Service Professionals and Life Happens would lead rebranded professional education and insurance literacy arms.
August 31
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The global bank saw a decline in its wealth management headcount for its Americas region even as its invested assets rose.
August 31
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The strategic relationship agreement carries big potential profits. Here's how the firms plan to ease the transition of 2,600 financial advisors by the end of 2024.
August 31
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Raising the retirement age is once again up for debate. Is this the answer to a financially secure retirement?
August 31
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Hanna Wu is CEO and co-founder of Amplify, insurtech democratizing access to life insurance policies traditionally used by the wealthy 1%. She comes from deep family roots in life insurance as both her parents were agents for decades. After working in financial planning, Hanna started Amplify with the mission of giving customers direct access to customized policies where they can protect their families and use their policies for retirement, college funding, or anything they wish, all in a streamlined digital experience
August 31
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Drew Fekete is Underwriting Manager, Miscellaneous Medical, at Beazley. He joined Beazley's Miscellaneous Medical & Life Sciences team in 2018 as the sole west coast Allied Health underwriter with a focus on growing their presence in the region. Using Beazley's Medical Professional product as well as its pioneering Virtual Care form, Drew developed relationships and marketed throughout Southern California, growing his book of business with creative coverage solutions on some of the industry's most complex and difficult-to-place insureds. In 2019, Drew relocated to Denver to assist in the buildout of Beazley's newest office.
August 31
