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Curtis Marshall, is VP, Enterprise Solutions, for Data Axle

Wealthy clients are the fastest growing segment of the company’s retail division.

This election cycle has had more than a few bad surprises, but my advice to clients remains the same.

Suzanne Schmitt is a vice president, Financial Wellness at Prudential Financial, where she focuses on the firm’s strategy around financial wellness outcomes. Prudential Financial is a financial wellness leader and premier active global investment manager with more than $1.5 trillion in assets under management as of June 30, 2020.

Ken Cahill is the CEO and co-founder of SilverCloud Health. With offices in Boston, Dublin, and London, SilverCloud is the world’s leading digital mental health platform. It enables the delivery of clinically validated digital therapeutic programs that are proven to significantly improve mental health outcomes, increase access and scale while reducing costs of care delivery.

Prior to founding SilverCloud Health, Ken held senior positions in several multinationals including, Dell, HP, and Gateway. Ken received the 2018 MedTech Boston 40 under 40 award. He holds a BSc. in computing, and a diploma in new business and certificate in company direction from the Institute of Directions in London. Visit Ken on LinkedIn or Twitter at @SilverCloudH.

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.