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Catch up on the bits of wealth management news you might have missed over the last week.
May 9
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Wirehouse breakaways, RIA acquisitions, career moves and more this week in wealth management.
May 8
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The company is focusing on the future of online retail banking. Next on its agenda: real people in its wealth management division.
May 6
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Market volatility and the Fed's interest rate increases aren't likely to reverse the trend.
May 6
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With so much uncertainty about what the future of work looks like, it is immensely valuable to be grounded in a set of shared beliefs.
May 6
Wealthspire -
CEO Bill Crager said his focus during the first three months of the year was the future of financial services.
May 6
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Amar Patel is director of cost segregation at
KBKG . Previously, he spent 15 years at a Big Four accounting firm and one year at Centiv LLC, focusing on various specialty tax products including cost recovery solutions and research and development tax credits. In the past 16 years of practice, he has specialized in cost segregation and large fixed asset depreciation reviews for purposes of identifying federal, state and property tax benefits.May 6
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Serhat Guven is Willis Towers Watson’s Insurance Consulting & Technology Global Leader for P&C Pricing, Product, Claims, and Underwriting propostion. He and his team are responsible for the delivery of consulting services and technology solutions that are uniquely designed to help insurers respond to significant industry trends; as well as provide carriers support in core areas that are fundamental for effective business management and profitability.
Prior to his current role, Serhat Guven was Willis Towers Watson’s Regional Line of Business Leader for the Americas. In this capacity he was responsible for go to market strategy and development of the full range of consulting services and software solutions to insurance companies. Before joining Willis Towers Watson, Serhat spent nine years in a variety of positions at United Services Automobile Association (USAA), where he was the technical expert on multivariate pricing, demand modeling, classification and tiering analysis, territorial ratemaking, and data management.
Serhat’s primary area of expertise is developing advanced analytics solutions for a wide variety of insurance applications.
May 6
