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At the death of a spouse, it can be a powerful planning tool for minimizing an individual’s capital gains taxes from the sale of appreciated assets.

The cuts continue a trend that started 20 years ago.

The firm that helped dozens of practices go independent is using the tactic most often deployed by its previous main rivals.

Nonprofit research organization the Croatan Institute group brought fixed income pros together to talk about the power of investing to support systemic change.

Most employees will return under a “hybrid flexible model” regardless of vaccination status

The wealth management industry continues its slow embrace of digital assets.

Rapidly growing multifamily office Cresset and similar firms have been adding advisors in droves even as wealth managers take them to court.

Joel Zwicker is the “insurance evangelist” at Agency Revolution and formerly an agent at one of Canada’s largest independent insurance agencies. He now works to provide independent insurance agents with the best marketing tools for their unique needs

James joined Vertafore in 2017 to lead Corporate Development and Strategy, shepherding the company through major acquisitions and a transition in ownership to Roper Technologies. After 3+ years of steering our growth in that role, he now oversees the Product Management organization as Chief Product Officer. With extensive experience in strategy, technology, and insurance, James and his team are driving Vertafore’s leadership position in Insurance Technology.

Previously, James was a strategy consultant at McKinsey & Company in its Seattle, New York, and San Francisco offices, supporting companies in developing their strategic visions and executing commercial strategies, with a focus on financial services. James also served in a variety of finance and strategy roles in the telecommunications industry with Telus Communications, a leading Canadian telecommunications company.