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The industry's fastest-growing business model puts two very different functions under one roof. Are investors — and advisors — clear on the differences?
March 9 -
Data shows that women and people of color embrace hybrid work more than men do. But the trend brings new challenges to creating a more inclusive workplace
March 9 -
Julie Sandorf is the president of the Charles H. Revson Foundation and a board member of the Rebuild Local New Coalition.
March 9 -
A majority of wirehouse brokers think their comp plans are too complex. It's likely a factor in the exodus of advisors from those firms.
March 9 -
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The ratings agency said the firm's leverage, which is poised to spike from the acquisition, will ultimately decrease this year due to profits from rising interest rates.
March 9 -
As an experienced leader in the life and health insurance industries, I have dedicated my career to positively impacting people's lives. With over 20 years of experience, I have gained extensive knowledge in product development, pricing and distribution strategies, project management, process improvement, underwriting, claims, policy administration, and operations management.
My expertise extends beyond traditional insurance practices and encompasses the latest advancements in InsurTech. As an industry analyst, I have evaluated and implemented cutting-edge technology to improve customer experiences and drive operational efficiency. I am passionate about advancing the industry through digital transformation, ecosystem development, and strategic planning.At the heart of my work is a commitment to providing excellent customer experiences. By leveraging technology, talent, and best practices, I believe we can create a more accessible and equitable insurance industry.
When I'm not working, you can find me surfing on the Florida coast or exploring the great outdoors. I'm passionate about animals, supporting our veterans, and believe in appreciating the small things in life. Whether it's through reading my favorite authors or learning new things, I'm always looking to grow and improve.
March 9 -
Bank seeks to hold former private banking chief liable should sex-trafficking allegations prove true.
March 9 -
At the Future Proof Festival, the firm's vice president of the Global Client Group discussed the $584-billion fund firm's approach to working with advisors.
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