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Redtail's switch to a per-user subscription fee system is set to affect half of all financial advisory firms using CRM software.

Sylvester Mathis is the Chief Insurance Officer at Insurity. With over 30 years of experience at organizations like LexisNexis, Allianz, Choicepoint, and North American Insurance Group, Sylvester has a deep understanding of the objectives, goals, and challenges faced by insurance organizations. As an insurance domain expert and thought leader, Sylvester provides in-depth perspectives and analysis on industry conditions, market strategy, and customer trends to provide the necessary foundation for long-term strategic growth.

As financial professionals seek more ways to connect with their colleagues online, experts say the benefits of doing so are plentiful.

The legislation, initiated by congressional Republicans, would have thwarted the president's executive action to cancel billions in student debt.

Hearsay's sixth annual Social Selling Content Study says original content, financial education and news are the posts that are making an impact in 2023.

Gen X Americans stand to inherit $29.6 trillion by 2045. Only 12% think they'll see the money.

Charles Gorrivan is a Manhattan-based editorial intern at American Banker and a Dow Jones News Fund Business Reporting Fellow. He is a rising third-year student at the University of St Andrews, where he studies international relations and is an editor at its independent campus newspaper, The Saint. Last summer, he covered New York State and City politics at Gotham Gazette.

A fiscally savvy population serves planners' self interests while making the world a happier, more prosperous place, Michael Nathanson argues.

Michael Nathanson is chair and CEO of The Colony Group.

Yolanda Macias is the director of DEI at AbelsonTaylor, a health and wellness advertising agency in Chicago.