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“Inflation psychology” is back, complicating financial planners’ discussions with unnerved retirement savers.

Missouri-based UMB Financial says it would acquire 157,000 accounts across more than 3,000 employer groups from Old National Bancorp in Indiana.

John Beal is Senior Vice President, Analytics, Insurance, for LexisNexis Risk Solutions. He is responsible for leading the company’s insurance analytics and modeling products and services. With more than 20 years of experience in data and analytics across the insurance and financial services industries and market-leading innovations, Beal and his team develop incremental predictive uses of existing data and processes with a strong focus on developing personal and commercial lines credit-based loss models as well as new non-credit industry solutions. Prior to LexisNexis, Beal held key leadership roles at First Union National Bank in Charlotte, where he was Vice President, Credit and Market Analytics within the Quantitative Analysis Group, and at Citicorp Bankcard, where he served as Assistant Vice President, Credit Policy Department.

June 12-13, 2023 | Hilton Midtown New York
INVEST is returning in person in 2023. This year's event will deliver key takeaways based on detailed use-cases examining must-watch wealthtech megatrends in 2023 and beyond. With a keen focus on market drivers and economic outlook, senior leaders will examine the methodologies employed by the most successful organizations, long-term government, regulatory and investment initiatives and leadership in a post-pandemic reality.

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Paul Mang is Chief Innovation Officer at Guidewire, a provider of predictive analytics and business intelligence solutions for the P&C insurance industry. He is the former Global CEO of Analytics at Aon plc.

From growing interest among retail investors to their ability to unlock a new level of connection between advisors and clients, alternatives are anything but fringe.

With five charts analyzing the latest figures, separate fact from fiction while Congress keeps failing to enact any comprehensive reform.

André is responsible for the strategy and execution of direct venture and fund investment, in addition to establishing partnerships in the reinsurance business space that generate accretive value for RGA.

With an insurance industry career spanning over 20 years, André has spent the last 17 with RGA in various roles from marketing, business and product development, venture investment and senior leadership.  Since first joining RGA in South Africa in 2005, he has worked in local, regional, and international positions, most recently transitioning to venture investments in 2015.  His team currently oversees a portfolio of more than 35 venture and 8 fund investments spanning the globe.

André holds a post graduate degree in Actuarial Science from the University of Witwatersrand, Johannesburg, and Fellowships with the Institute of Actuaries (FIA), the Actuarial Society of South Africa (FASSA) and the New Zealand Society of Actuaries, while being an affiliate member of the Actuaries Institute of Australia.

He regularly presents at industry and professional conferences and is an active thought leader on many current matters affecting life and health insurance industry. 

Ted Moynihan is partner and global head of financial services at Oliver Wyman.

The results come from the College for Financial Planning’s first cohort of scholarship winners.