The Latest

  • Dev Nag is the founder and CEO of QueryPal. He was previously on the founding team at GLMX, one of the largest electronic securities trading platforms in the money markets. He was also CTO and founder at Wavefront (acquired by VMware) and a senior engineer at Google, where he helped develop the back end for all financial processing of Google ad revenue. He previously served as the manager of business operations strategy at PayPal. He also launched eBay's private-label credit line in association with GE Financial. Dev received a dual-degree B.S. in mathematics and B.A. in psychology from Stanford.

    April 14
  • Bryan Robertson is a seasoned commercial insurance professional with over 15 years of extensive experience in the industry. As a 5th-generation Central Floridian, he brings a deep connection to the region, understanding the unique challenges and opportunities that businesses face. Throughout his career, Bryan has demonstrated a complex understanding of risk management, coverage negotiations, and client relationship management, helping middle market and larger corporations secure comprehensive insurance solutions tailored to their unique needs. In the fall of 2020, Bryan, along with two partners, acquired Hatcher Insurance.

    Under their leadership, the company has experienced significant growth, expanding from a team of 5 to over 30 employees. This rapid expansion reflects their commitment to excellence and their ability to adapt to the evolving needs of the market. Rooted in the rich family heritage of Central Florida business owners, Bryan is committed to contributing to the growth and prosperity of his community through his business.

    Bryan is recognized for his leadership and mentorship abilities, having led teams to achieve record industry new business growth. Leading to recognition by the Orlando Business Journals' class of 2022 – Top 40 under 40.

    April 14
    Bryan Robertson
  • April 14
  • Like its rival Morgan Stanley, Wells Fargo saw a healthy increase in its AUM and wealth revenues before Trump's tariff policies sent investments reeling.

    April 11
    Wells Fargo
  • An investor who began his career at Ameriprise collected profiles of professionals from an array of fields whose achievements point the way forward.

    April 11
    Cliff Goins IV is an investor in private companies and the author of "Minding the Wealth Gap: Our Playbook to Close It Together," published this week by Broadleaf Books
  • Executives at the Wall Street giant expressed optimism that clients will turn to it more for advice amid economic uncertainty.

    April 11
    Morgan Stanley (bloomberg)
  • Pamela J. Hunter is Speaker Pro Tempore, New York State Assembly and President of the National Council of Insurance Legislators (NCOIL).

    April 11
    Headshot of Pamela Hunter.
  • Jon Godfread is the North Dakota Insurance Commissioner & President of the National Association of Insurance Commissioners (NAIC).

    April 11
    Headshot of Jon Godfread.
  • Advisors who have developed a consistent rhythm say preparing ahead of time for periods of volatility can reduce stress in the moment.

    April 11
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