The Latest

Dorota Gawron is a consultant at Sollers Consulting, specializing in pricing transformation and digital innovation in the insurance sector. 

Michał Trochimczuk is Co-founder and managing partner of Sollers Consulting, a global firm specializing in digital transformation for the insurance and financial services industries.

Steve Bailey is the president and chief operating officer of RockWallet, a fully licensed digital asset platform.

According to a recent survey by Janus Henderson, 79% of clients said they would be upset to learn an advisor used AI without telling them.

Ofir Nir is the chief financial officer at Flatworld Solutions, where he leads global finance operations across accounting, FP&A and financial systems. With over 20 years of experience, including senior finance roles at GE and SUEZ and earlier in audit at KPMG, his work focuses on building scalable, audit-ready finance functions in private equity-backed environments. He has led ERP implementations, process standardization efforts, and control enhancements, with a focus on ensuring finance organizations can support automation and growth through disciplined operations and reliable data.

Tom Vladeck is co-founder of Recast and holds a master's degree from LSE and an MBA from Wharton. Prior to co-founding Recast, he built a quantitative market research firm.

FIS regularly hears from RIAs and banks with wealth management departments about the need to have better mobile apps and other digital doorways to their services. A new partnership with InvestCloud is designed to provide just that.

Jason Co, a certified financial planner, is the founder of Fiduciary Asian Advisor Network (FAANetwork) and CoPlanning Financial. As an immigrant from Hong Kong with roots in the Midwest, he strives to bring the fiduciary level of financial care to the Asian American population with transparent flat-fee pricing and comprehensive planning.

Bill Hamm's Independent Financial Partners took a rare step in 2019 when the firm left LPL to launch its own brokerage. Now it's offering an interesting recruiting pitch to financial advisors.