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Jonathan Mondillo, Head of Municipals, abrdn

Amar Patel is director of cost segregation at KBKG. Previously, he spent 15 years at a Big Four accounting firm and one year at Centiv LLC, focusing on various specialty tax products including cost recovery solutions and research and development tax credits. In the past 16 years of practice, he has specialized in cost segregation and large fixed asset depreciation reviews for purposes of identifying federal, state and property tax benefits.

Serhat Guven is Willis Towers Watson’s Insurance Consulting & Technology Global Leader for P&C Pricing, Product, Claims, and Underwriting propostion.  He and his team are responsible for the delivery of consulting services and technology solutions that are uniquely designed to help insurers respond to significant industry trends; as well as provide carriers support in core areas that are fundamental for effective business management and profitability.

Prior to his current role, Serhat Guven was Willis Towers Watson’s Regional Line of Business Leader for the Americas. In this capacity he was responsible for go to market strategy and development of the full range of consulting services and software solutions to insurance companies. Before joining Willis Towers Watson, Serhat spent nine years in a variety of positions at United Services Automobile Association (USAA), where he was the technical expert on multivariate pricing, demand modeling, classification and tiering analysis, territorial ratemaking, and data management.

Serhat’s primary area of expertise is developing advanced analytics solutions for a wide variety of insurance applications.

The New York-based wealth management firm has a twist on a common definition of growth.

The tax-focused wealth manager ushered in 85 new financial advisors and record net new advisory assets in the first quarter.

Record-breaking revenue and boosted CEO salaries are just two developments from the eagerly anticipated first-quarter earnings reports.

Experts say combining the right tech with human know-how can help small firms keep up with their massive counterparts.

While the regulator claims stricter access and education requirements may protect retail investors, it’s argued that financial advisors can do a better job.

A $185 million funding round led by Valar Ventures Management has propelled the Canadian fintech to unicorn status.