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The initiative aims to improve the underrepresentation of women in the financial planning industry, who comprise not even one in four of all CFP credential holders.

Wealthy individuals, not institutional investors, will drive money into alternative assets, data provider Preqin says in a new study.

Only 13% of 242 active manager portfolios across the world had a woman as lead or co-lead in 2022, according to new research. The number has hardly changed over the past two decades.

Ben Kosic leads Capco's Insurance Practice and Data Practice and is a subject matter expert in the areas of Insurance, Financial Crime, and Data & Analytics. He has experience working with Canada's largest insurance companies in developing and implementing a national consortium strategy to fight insurance fraud. Ben is adept at operating in complex multi-stakeholder environments, delivering 100+ successful consulting projects to 50+ clients. With 20+ years of data analytics experience, client acquisition, sales responsibilities, and client project delivery, he has a proven track record of driving sustainable and profitable growth.

Ozan Unlu is the CEO and Founder of Edge Delta, an edge observability platform. Previously he served as a Senior Solutions Architect at Sumo Logic; a Software Development Lead and Program Manager at Microsoft; and a Data Engineer at Boeing. Ozan holds a BS in nanotechnology from the University of Washington. 

He spoke at Future Proof after the firm unveiled its collaboration with Dynasty Financial Partners and a funding rounds that raised $80 million.

The cash-like instruments have garnered hundreds of billions of dollars since the banking crisis began.

Chris Cooksey is the senior director of advanced analytics at Guidewire Software, the leading provider of P&C Insurance core operating systems. He previously served as Chief Actuary at EagleEye Analytics and spent more than a dozen years at Nationwide Insurance as a research director and pricing analyst.

Asian Americans and Pacific Islanders have unique planning needs that aren't always met in the industry.

A financial planner's clients doubt they'll ever retire. How can he get them to save anyway?