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The former relationship manager has pleaded not guilty to allegations he blew money from client accounts on bad stock bets.
June 9
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The new firm, set to begin operations on Monday, will be partnering with Highwater
June 9
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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.
June 9
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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.
June 9
