The Latest

U.S. District Judge Susan Brnovich found Ameriprise failed to furnish evidence that data taken by a recently recruited advisory team was going to be used to solicit their clients to LPL.

Zora Law is a senior actuary with the Los Angeles office of Milliman. Zora has extensive reserving and analytical capabilities and specializes in serving technology and sharing economy clients, as well as commercial and personal lines. 

Nickolas is a principal at Oliver Wyman's Los Angeles Property and Casualty Actuarial Practice, helping clients innovate and navigate the complexities of the insurance landscape. Specializing in pricing and risk quantification, he is an expert in insurance ratemaking, predictive modeling, and regulatory matters. Nickolas applies deep subject matter expertise to emerging risks, including transformative technologies, climate change, and Insurtechs. With a strong background in mathematics and computer science, he seamlessly connects analytical insights with practical business applications. He thrives at the intersection of math, technology, and people, delivering efficient, creative solutions tailored to business needs and regulatory requirements.

Dr. Paul Pallath is vice president of applied AI at Searce. He is a distinguished executive leader in the world of digital, data and artificial intelligence with a career spanning over three decades. Throughout his career, he has worked with a diverse range of companies, from startups to Fortune 500 organizations, and has gained extensive experience in developing and implementing AI solutions that drive business growth and innovation.

An expert from CFP Board shares why women often experience setbacks in saving, and how younger generations can break this trend.

Sara Gutierrez, Ph.D. is the chief science officer at SHL.

The Great Wealth Transfer is on the horizon, but most advisors say they have only limited interactions with the children of clients.

The Immersion conference seeks to boost the number of planners using alternatives to the traditional AUM fees one advisory practice — and attendee — at a time.

A group of former commissioners at the Internal Revenue Service is sounding the alarm about the thousands of layoffs at the agency in the midst of tax season.

Dennis Li, FSA, is an actuary and life insurance partnership leader with expertise spanning the life insurance value chain, including actuarial, product development, technology, and distribution. Contact him at https://www.linkedin.com/in/dennisxli/.