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New recruit hired to lead West Coast family office business.

Anneliese Scherer is a forensic accounting and valuation services manager at Fiske & Company whose focus is on assignments related to a variety of industries. Her expertise allows her to combine math, logic, accounting standards, tax laws and other relevant rules.

Regulators allege the CPA provided an air of legitimacy to John J. Woods' scam that defrauded 400 clients in 20 states.

The move disappointed advocates just days after a court ruling viewed by many as clearing a path for the long-awaited product.

Jacob Geyer, CPCU, Chief Insurance Officer at CompScience. Insurance executive with 18+ years experience, including responsibility of a $1B+ monoline writer of Workers' Compensation.  Background in Actuarial Science and fronting partnerships for WC, Commercial Auto, General Liability, and Commercial Property.

Dale has more than 17 years of Workers' Compensation experience encompasses underwriting, claims and operations. He has extensive Workers' Compensation claims expertise and led a 50-state claims organization, including management oversite of several third-party administrators. Dale is seasoned in personnel leadership and customer-centric relationship management and has a track record in business development with an innovative focus on enhancing processes and procedures to gain operational simplicity.

Fires like the tragic one that devastated the Hawaiian island are among many disasters where advisors can play a role in mitigating or preventing losses.

The state regulators group plans eventually to introduce a similar system for independent advisor representatives.

If members approve, the Society of Financial Service Professionals and Life Happens would lead rebranded professional education and insurance literacy arms.

The global bank saw a decline in its wealth management headcount for its Americas region even as its invested assets rose.