In|Vest West 2018 Direct

Award-winning writer and editor Shawn Moynihan is a seasoned insurance journalist, and served as editor-in-chief of both National Underwriter Property & Casualty and Reactions magazine.

Chris Wilmot is chief financial officer of Medius. He has more than two decades of experience in analytics and global business strategy, most recently serving as CFO at Qualitest Group. He also held CFO roles at Clarion Events and BT Global Services, driving rapid development and overseeing financial performance internationally.

The printable PDF includes rankings based on the firms' AUM as well as statistics on each firm's employees, client accounts and financial advisors.

Tammy Hahn is SVP of Product for Ignition, the recurring revenue and billing automation platform for accounting firms to transform their sales, billing, and payment processes. A visionary leader with 20 years of product development and leadership experience, Hahn has won multiple awards for product innovation. 

Fiduciary laws trace their roots to ancient times, but the terms of the Investment Company Act of 1940 and the Investment Advisers Act are still evolving today.

Quant firm Dimensional Fund Advisors has received formal approval to adopt a fund structure that for two decades has been used exclusively by Vanguard.

Philip Van Guilder is the director of community affairs for American Addiction Centers. With more than two decades in recovery, Philip dedicates his life to addiction education, overdose prevention, and treatment.

A Schroder's expert says new data speaks volumes about the importance of building a solid nest egg before leaving the workforce.

Manuel Rodriguez Vera is Business Unit Head of Insurance at WNS, part of Capgemini.

Findings from iterations of Financial Planning's Financial Advisory Confidence Outlook show which assets have stood the test of time.