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The No. 1 IBD is marshaling transition assistance, technology and other resources toward recruiting success across the firm and its bank channel.

Over his 35 years in the industry, Brent Kimball has earned a solid reputation as a specialist in pensions, retirement, and estate planning for business owners, as well as retirees. Brent has a BA from Dartmouth College and Masters in Education from Harvard University. He is also a Certified Financial Planner and Investment Advisor Representative of GWN Securities, Inc. Brent was a realLIFEstories honoree of the Life and Health Insurance Foundation for Education (LIFE), for his effort to raise awareness of the need for Americans to include insurance in their financial plans.

Brent is a past president of the MDRT Foundation and is also very active in local charities. As a 30-year MDRT member, Brent won the MDRT Foundation’s Top Quality of Life Award for Alex’s Team Foundation, an organization he helped create, which provides grief support and training for nurses working in the pediatric oncology unit of Boston Children’s Hospital.

A record number of fund openings and closures were reported last year. What does this mean for the future of the industry?

Firms face a complex world of increasing data volumes, regulations, reporting demands and multi-asset class complexity.

Bimal Gandhi is CEO of Uniken.

Klaus Holse is the CEO of SimCorp, an investment management solutions provider.

Devaraj Southworth is co-founder and CEO of Thirstie.

John H. Robinson is the owner of Financial Planning Hawaii and a co-founder of software maker Nest Egg Guru. Follow hiim on Twitter at @FinancialPlanHI.

Scott Taylor, who goes by the moniker 'The Data Whisperer,' believes in enlightening business executives to value of foundational data and proper data management, by focusing on strategic rationale and business alignment rather than technical implementation and system integration. The “strategic WHY” rather than “technical HOW.” As a recognized influencer and SME in the master data space, he has worked countless global enterprises by representing some of the world’s most iconic business data brands. Find him at MetaMetaConsulting.com

This strategy enables retirees to restrict their application to spousal benefits and allow their benefit to grow until they reach 70.