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A wealth manager in Cincinnati has little room for new clients, especially one with few assets to manage. Can he turn him down?

The appointment comes amid the organization's push for 'title protection' for financial planners.

Rahul Nawab is senior vice president, analytics at EXL, a multinational data analytics and digital operations and solutions company. At EXL, he is responsible for business development, client engagement, and overall growth of the company's Insurance Analytics business. Nawab has co-founded several companies and held various senior management roles throughout his career, giving him a breadth of experience across various verticals. Nawab has also served as a mentor at Global Insurance Accelerator—a mentor-driven business accelerator designed to foster innovation in the insurance industry.

Brian Carey is senior director, insurance solutions for Equisoft.

These 10 firms are driving the ongoing shift in the industry to fiduciary advice and away from sales commissions.

As an advisor who relies on technology to power his practice, the 2023 Financial Planning Rising Star award winner explains why he decided to start backing wealthtech firms that create tools for planners.

Our annual list of The Most Powerful Women in Banking.

Our annual list of The Most Powerful Women in Finance.

Erdoes' team finished the second quarter with $4.6 trillion in total client assets and $3.2 trillion in assets under management. Year-on-year, those figures were up 20% and 16%, respectively.

Johnson joined the family business in 1988, becoming its CEO in 2014 and chair two years later. Since then, she has continued to push Fidelity to expand.