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The hiring plans coincide with the firm's rollout of its digital advice offering, UBS Advice Advantage, which is offered through its call center.
April 17 -
The new fund tracks the S&P 500 Dividend Aristocrats Index.
April 17 -
The wirehouse exodus continues, as a team of Wells Fargo advisors jumps ship for the independent firm.
April 17 -
Ken Toffolo is a Vice President of Research and Consulting at Novarica. He is an expert in insurance technology transformation with more than three decades of experience. His recent experience includes serving as Vice President of Application Development at New York Life. During his tenure at New York Life, he led both domestic and international programs in life/annuity core systems, business technology strategy and architecture, and distribution systems. His other experience includes roles at IBM, DXC, and CSC. Ken began his career at Home Life Insurance Company. He holds an MBA from NYU Stern School of Business and a BS in Computer Science magna cum laude from Saint John’s University, as well as various industry certifications including Chartered Life Underwriter and Chartered Financial Consultant. He can be reached directly at ktoffolo@novarica.com.
April 17 -
Robert Townsend is vice president of account management for Corporate Synergies. He draws upon two decades of underwriting experience to guide employers in the design of benefit programs that emphasize cost control and higher value for the organization and the plan participant.
April 17 -
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Although their products have won on returns, nearly all the new jobs have gone to men since 2015.
April 17 -
Dan Stocker is practice director of commercial services for cloud and technology at Coalfire.
April 17 -
Many are unaware that they are responsible for a majority of their medical expenses, aside from premiums and coinsurance costs.
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