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Nigel Morris is the co-founder and managing partner of QED Investors, a fintech venture capital platform focused on disruptive, high-growth financial services companies.

Nigel is the chairman of ClearScore and Mission Lane, serves on the boards of Remitly, Bitso, Current and Amount, and is a board observer for QuintoAndar. Additionally, he works in an advisory capacity with Oliver Wyman.

Prior to QED, Nigel co-founded Capital One Financial Services in 1994.

With a strong Democratic presidential contender, the risk of both estate and gift hikes beginning as early as 2021 is palpable.

Even with those challenges, rep productivity and client cash balances expanded in the third quarter.

Rene Paradis, CPA, is chief operating officer at National Philanthropic Trust, a national, independent donor-advised fund sponsor. She is responsible for investment management, grants, accounting and financial reporting at the organization and has more than 25 years of experience in the finance and nonprofit sectors.

Dean Mioli is the director of investment planning for Independent Advisor Solutions by SEI.

The daughter of a privileged family had everything, until she didn’t. Then the work began.

Marthin De Beer is the founder and CEO of BrightPlan, a revolutionary financial wellness platform built for the Fortune 1000. Prior to BrightPlan, Marthin was a senior vice president at Cisco Systems, where he led multiple businesses from idea to over $1 billion in revenue.

Unclear — or no — disclosures were among a number of concerns regulatory officials expressed about initial examinations.

CEO Jamie Price says the change will reduce potential conflicts of interest related to transaction fees and come with lower prices in wrap accounts.