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Investors with between $250,000 and $1 million outnumber the ultrawealthy by 2.5 to 1. For financial advisors, that could be a huge opportunity.
June 1 -
Jeff Sharer is
LineSlip Solution 's vice president of customer and product experience. He has more than 20 years of insurance experience as an underwriter, broker and risk manager. As the industry has digitized, Jeff has focused his work on transforming risk information management to make better risk decisions.June 1 -
The outlook contrasts with other industries worldwide, where volume has fallen to the lowest level since the beginning stages of the pandemic.
June 1 -
Embracing uncertainty in strong and weak markets alike grounds the client, their portfolio and the practice.
June 1
Axió Capital Advisors at Stifel Independent Advisors -
Jay Beynon is a financial advisor with Axió Capital Advisors at Stifel Independent Advisors and is based in Hunt Valley, Maryland.
June 1 -
Long-time CEO maintains he never met or even knew of notorious sex offender.
June 1 -
Curt Farmer is the chairman, president and CEO of Comerica Inc. and Comerica Bank. Dallas-based Comerica has offices in 17 states and serves 14 of the 15 largest U.S. metropolitan areas as well as Canada and Mexico. Comerica reported total assets of $91.1 billion at March 31, 2023.
June 1 -
Roberto J. Gonzalez is a partner at Paul, Weiss, Rifkind, Wharton & Garrison LLP and previously served as principal deputy general counsel of the CFPB.
June 1 -
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Bob Gaydos is the founder and CEO ofPendella where he leads a team of innovators in the insurance industry, automating the underwriting process through AI and big data. Over the last 10 years, Bob has founded, invested, advised, and operated innovative companies in the benefit & insurance industry, such as Maxwell Health: an online benefits administration platform acquired by Sun Life in 2018. Connected Benefits: an online insurance agency acquired by GoHealth in 2016. Limelight Health: a group underwriting platform acquired by Fineos in 2020. GoCo: an online platform for HR, benefits, and payroll. Ideon (formerly Vericred): an innovative data services platform powering digital quote-to-card experiences in health insurance and benefits.June 1










