The Latest

  • Alex is the Principal Industry Strategist at Hi Marley. He drives innovative use cases for omnichannel customer conversations across the insurance lifecycle. Before Hi Marley, Alex spent a decade with Liberty Mutual, where he was VP of Customer Experience. There, he led experience design, retention tactics, and omnichannel service strategy for the company's direct and independent agent channels. Alex also spent six years in Management Consulting, where he worked with companies across the globe on customer loyalty and growth strategy.

    September 3
    Alex Burgess
  • Ingo Weinem leads EPAM's European insurance vertical, partnering with top clients to enhance and expand their businesses.

    With more than 35 years of experience in the financial services sector and the insurance industry, Mr. Weinem's expertise spans software engineering, financial planning, omnichannel digitalization and transformation strategies, innovation and organizational change management.

    Throughout his professional career, he has held various management positions in the banking, financial markets and insurance industry for software solution providers, including Luxoft, Pactera, Capgemini, Cognizant and IBM.

    September 3
    Ingo Weinem
  • Stephen Holdstock is the Chief Technology Officer of EMEA Insurance at EPAM Systems, where he leads the technological direction for EPAM's insurance clients across the region, helping them achieve strategic value through the integration of business, technology and data.

    With more than 20 years of industry experience, Mr. Holdstock brings deep expertise in IT leadership, change management and large-scale transformation programs. His career spans roles in large-scale engineering at Motorola, tier-one consulting at Accenture and strategic leadership at global property and casualty (P&C) carriers, including a significant tenure as CTO at Lloyd's of London.

    At EPAM, Mr. Holdstock is focused on building out the insurance practice, continuing to drive transformative outcomes for clients across the insurance industry.

    September 3
  • The "father of the index fund" was famously skeptical that exchange-traded funds would encourage risky and speculative stock market bets.

    September 3
    One-Day-Only ETFs Are Jack Bogle’s Nightmare Brought to Life
  • As more women generate and steward great wealth, they must also strive to develop and maintain financial wellness. The wealth management industry has a vital role to play in helping dynamic women on their journey.

    September 3
  • Tax

    This combination of trusts, credits and other tax strategies are great ways help wealthy clients protect their families and their businesses.

    September 3
    Generational wealth - family tree concept
  • Paige is a vice president, benefits consultant based in Los Angeles, California. She consults on best practices for health and welfare and plan design that help employers control costs and mitigate risk while enhancing employee engagement.

    September 2
  • Jerry R. Sneed, CFA, CAIA, is co-founder and managing partner of Third View Private Wealth. Reach him at jsneed@thirdviewpw.com.

    August 30
    Sneed-Jerry-Procyon Partners
  • Frank J. McKiernan is managing partner at Third View Private Wealth. Reach him at fmckiernan@thirdviewpw.com.

    August 30
    McKiernan-Frank-Procyon Partners
  • Ida Liu is the global head of Citi Private Bank.

    August 30