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Scott Stolz, CFP, RICP, is the former president of Raymond James Insurance Group, where he leveraged his 35-plus years in the insurance and annuity business to manage the due diligence, product positioning, sales, and operational functions for annuities and life insurance distributed through Raymond James’ 8,200 financial advisors. He is also the author of "Solving the Annuity Mystery: Practical Advice for Every Advisor."
October 15
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Innovation is key in today's dynamic market. Suni Harford, president, asset management at UBS walks us through two significant innovations she drove in the asset management industry this year — including a ground-breaking approach to climate change and sustainable investing.
October 15
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Genstar Capital Managing Partner Tony Salewski spoke openly with advisors about the firm’s investment strategy for the IBD network.
October 15
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Renewed recruiting efforts and pumped-up tech are boosting headcount and fee-based assets.
October 15
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The firm determined that the staffers defrauded the SBA “by making false representations in applying for coronavirus relief funds for themselves.”
October 15
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Raja Gopalakrishnan is executive vice president of global real-time payments at FIS.
October 14
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The acquisition established a $6 trillion-giant operating as a mutual fund company, RIA custodian, bank, retail brokerage and national wealth management firm.
October 14
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Among the decade’s worst performers — those with more than $1 billion in assets under management — were a handful of products with stellar short-term returns.
October 14
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