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This could be "could be much larger than we expect,” Zach Perret says.
February 3
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Consumer advocates are calling for Gary Gensler to toss out Reg BI as wealth managers aim to keep the prior administration’s rule in place.
February 3
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Louisa Harbage-Edell is the director of market intelligence and strategy for Arity. She has spent her entire career in the insurance industry and most of that surrounded by telematics, first as an actuarial analyst at Progressive Insurance, before transitioning to business consulting, where she spent over a decade helping to build initial demand for telematics programs across the insurance industry, including launching the precursor product to DriveAbility.
February 3
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Megan Klein is the Actuarial and Rating Services Director at Arity. Her team is responsible for the actuarial support of Arity’s telematics models, enabling insurance companies to execute on their goals around telematics. Leveraging over a decade of P&C insurance product and pricing experience, Megan ensures telematics risk models are actuarially sound, consumable by users, and supportable with regulators. Megan received her bachelor’s degree in Mathematics: Statistics and Actuarial Science from the University of Northern Iowa. She is a Fellow of the Casualty Actuarial Society.
February 3
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Rob Nendorf is the Director of Data Science at Arity. He leads the data scientists, data engineers, and analysts across the company that turn our driving data into meaningful insights. He previously led data science as well as analytics deployment initiatives at Allstate. Rob received his Ph.D. in Mathematics from Northwestern University.
February 3
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The recent tumult involving GameStop and Robinhood has raised questions about whether broader risks for the financial system are brewing.
February 3
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Robert Goff, vice president of Succession & Acquisition Consulting at Raymond James, has more than 25 years of experience in the financial services industry and with Raymond James. In his current role, he leads a comprehensive, high-touch, consultative team that assists advisors as they prepare for their business succession plans, including consulting with buy/sell arrangements, catastrophic planning, long-term planning, acquisition support and team administration. Robert is a graduate of Carleton University and earned his MBA from University of Miami.
February 3
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The bank is ramping up its consumer business lines, evidenced by the adoption of Joe Duran’s holistic “Money Mind” approach.
February 3
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The acquisition of another midsize wealth manager will boost the holding company above 2,500 reps with nearly $95 billion in AUA.
February 3
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The combined company will service $4 trillion in assets and is valued at $1 billion.
February 3
