In|Vest West 2018 Direct

The No. 1 independent brokerage has boosted the number of brokers it recruits to financial institutions each quarter, its top recruiter in the channel tells FP.

Tim Long is a Managing Director in Financial Services. He has deep knowledge of financial services regulation with hands on experience in all bank supervision and policy related matters. He retired from the OCC after a 31 year career in which he oversaw virtually all of the agency’s bank supervision and policy units. He has extensive experience in large and complex bank supervision, regional financial institutions and community banking. In his most recent role with the OCC, Tim served as Senior Deputy Comptroller for Bank Supervision Policy and Chief National Bank Examiner. He was a key advisor to the Comptroller and a member of the OCC’s Executive Committee. Tim was also a key advisor to the U.S. Department of the Treasury during the recent financial crisis. He served as the Regulatory Council chair of the Troubled Asset Relief Program (TARP) Capital Purchase Program and was a member of the Financial Stability Oversight Council Deputies Committee created under the Dodd-Frank Act. Earlier in his tenure with the OCC, Tim also held the positions of Senior Deputy Comptroller for Midsize/Community Bank Supervision and Deputy Comptroller for Large Bank Supervision, and was the examiner-in-charge of several large, complex national banks.

Don Powell is the former chairman of the Federal Deposit Insurance Corporation, and a longtime bank CEO.

Kevin Abramson is president of Cover Whale, a leading commercial-trucking insurer and fast-growing insurtech.

With more than two decades of underwriting and management experience in the insurance industry, including at Gen Re, Swiss Re and TigerRisk Partners, Abramson prioritizes using technology to address risk and make the world safer. At Cover Whale, his focus is on establishing and executing the company's go-to-market strategy, as well as building internal culture, attracting best-in-class talent and managing relationships with investors, partners, carriers and policyholders.

Abramson holds a Bachelor of Science degree from Villanova University and an MBA from the Wharton School of the University of Pennsylvania.

Financial Planning's analysis of core pay at wirehouses, and regional and national broker-dealers.

Kit Dickinson is an operations executive at ADP, leading ADP's industry-focused efforts in the construction industry. Previously, he was the president of IDI, where he was responsible for managing strategic partnerships, product innovation, sales, marketing and overall company leadership. IDI was acquired by ADP in 2021, and he now oversees the integration of IDI's capabilities into ADP technology.

Dr. Martin Mulyadi is a full professor of accounting at Shenandoah University who writes and provides expert commentary on technology, AI, analytics, and the future of education and professions. His work focuses particularly on the intersection of accounting technology, AI, and analytics. He teaches upper-division accounting and graduate-level business analytics courses. More about his work can be found at profmulyadi.com.

The product, designed for wealth management customers, is the first in the U.S. to implement Mastercard's Touch Card, which helps people distinguish credit, debit and prepaid cards through a notch on the card's edge.

It's never too late. From finances to family relationships, seniors are making "course corrections" long into their post-career lives.

The case is the latest arbitration decision showing risks advisors run when they jump ship and think they can take investors with them.