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Married men over age 45 and single men who think they’re good investors are more apt to freak out during a market downturn.

Brian DuVal is president — wealth and retirement at FIS, where he oversees development and product strategy for solutions that enable wealth managers to enhance client relationships, grow and safeguard assets and expand their businesses.

QX Global Group Accounting Services

The proposed law would ban all IRAs, regardless of size or owner’s income, from holding unconventional assets like stakes in private companies, real estate and startups.

The move can help firms reach smaller investors and offer greater portfolio customization, the custodian says, joining peers in offering the share slices.

The RIA consolidator poached the founding advisor’s practice only about a year after the enterprise closed its BD in its prior move.

Jillian Froment, a strategic advisor on insurance regulatory issues and an Advisory Board Member for Monitaur which provides AI governance and ML assurance software for regulated industries. As a former insurance commissioner, Jillian has shaped national and international regulatory models and standards on issues such as cybersecurity, cyber insurance, big data, accelerated underwriting, artificial intelligence, rebating, pandemic impacts and annuity suitability.

A lack of uniform classifications and an identity crisis at the heart of the fragmented industry makes it a thorny task.

Some of the industry's largest firms and toughest critics weighed in on the vexing fragmentation that’s growing alongside the trillions in AUM.

The Catholic charitable society’s new proprietary models join Quaker and Lutheran-rooted investing products and services at the industry’s intersection with religion.