The Latest

Sarthak Moghe is CEO of TillBilly.

James Quigley is chief executive officer at GoCanvas, a mobile applications development firm.

Martin Higgins is a Vice President of Research and Consulting at Novarica. He is an experienced insurance technology consultant, having served as Practice Director for... Edgewater Consulting where he was responsible for the company’s property/casualty business nationwide. He is an expert in technology strategy, core system selection and implementation, systems integration, legacy modernization, software development, and data warehousing in both property/casualty and life/health/annuity insurance. His most recent experience includes founding a boutique property/casualty-focused consultancy and serving as VP of Solutions Engineering for a core systems vendor. Martin holds an MSc in Computer Science from Imperial College in London and a BSc in Physics from University of Lancaster in the UK. He can be reached directly at mhiggins@novarica.com.

Haden Kirkpatrick is the head of marketing strategy and innovation at Esurance. He oversees all initiatives related to product and service innovation and manages the annual planning processes for the marketing and service business units. Haden is an innovator who is constantly thinking about how blockchain technology will impact the auto insurance industry. To learn more about Esurance’s auto insurance policies, visit their website.

John Murdock is chief revenue officer for Centage. He has over 20 years experience in the high-tech industry, with a focus on driving sales, building new revenue streams and developing strong teams.

We give advice based on the intel we have, but not all clients are as up front as we are.

Doug Tolley is the business development director at KLAS, a healthcare IT research firm. He leads the KLAS Decision Insights team, which evaluates provider buying decisions.

Total broker head count dropped by 173 from the prior quarter, according to the wirehouse.

If your clients are approaching their late 60s and wondering when to file, there is a second option where they stand to forgo the least amount of money.

2017 was a banner year for RIAs, but marketing, hiring and operations are seen as key to future growth, according to a Schwab study.