In|Vest West 2018 Direct

From accidentally paying state taxes on T-bill income to wonky filing deadlines, these tips will help make a federal tax return sparkle. Or at least clean.

Firm leaders say they want SYSTM to become the preferred wealthtech platform for ultrahigh net worth advisors.

Cole Egger is Co-Founder and CEO of Kindly Human, the leading peer-based mental well-being solution for employers. Kindly Human provides 24/7 confidential, empathetic support for people in today's workforces who personally benefit from being heard and connected to others in meaningful ways.

The revisions come two weeks after the broker-dealer regulator made changes to a rule to loosen in-house inspection requirements for residential offices.

CEO Jamie Price's team is considering a range of potential strategies that could represent significant changes to the private equity-backed firm.

Bill joined Plymouth Rock in 2016 and is in charge of our property insurance business and reinsurance programs. Bill has over 30 years of experience in the insurance industry. Bill was formerly President of Bankers Insurance, winning a Celent Model Insurer award in 2014 for simplifying homeowners insurance shopping. He also founded a startup with a new approach to flood insurance and has held senior positions at Farmers Insurance, Progressive and Travelers. Bill is a graduate of Stanford University, with a degree in Survey Data Research. He is a frequent speaker and author on insurance issues and has served on the Institute for Business and Home Safety and other safety organizations. He is an active board member of nonprofits that combat poverty and aid those with intellectual and developmental disabilities. He is an avid sailor, skier and trombone player.

Bryan Davis serves as Executive Vice President and Head of VIU by HUB, a digital brokerage
platform backed and developed by HUB International, the largest personal lines broker in the U.S. He is
responsible for the vision and strategy, profit & loss, investment priorities and supporting a network of
alliance partners.

With more than 20 years of industry experience, Davis has led transformational projects and driven growth in personal and commercial lines, product management and pricing, sales and business
development, underwriting and operations.

An industry leader in product, sales, and digital innovation, Davis previously held leadership positions with USAA, Nationwide, and AIG. Davis is a graduate of Wofford College and also has an MBA. He's also credentialed as a ChFC & CPCU and is also a former Member of the Board of Directors of the American Red Cross of San Antonio.

Evan Daniels serves on the advisory board of Monitaur, an AI/ML governance  software company committed to working with the insurance industry and regulators towards the responsible and effective integration of AI/ML. Formerly Director of the Arizona Department of Insurance and Financial Institutions and served as the 2022 Co-Vice Chair of the NAIC Committee on Innovation, Cybersecurity and Technology, which oversees the NAIC's Big Data and Artificial Intelligence workstreams, Evan also is Counsel at Mitchell Sandler LLC, a boutique financial services law firm, where he advises insurance companies, insurtechs, fintechs, and financial institutions on regulatory matters. For more information on Monitaur, please visit www.monitaur.ai, and follow the company on LinkedIn.

In setting up a breakaway firm, a group of advisors tried not to step over lines when recruiting colleagues and clients. But a lawsuit argues they still went too far.

Most working Americans think they'll need more than $1 million to retire comfortably, research shows. But their actual savings are nowhere near that.