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Motivational Book About Life at the Peak Is Launched… at the Peak

Retrieved on:

Friday, February 10, 2023

Life, Mentorship, Peak, FIT, Human, Merrill, Fisch, Fashion Institute of Technology, Get a life, Student, PPSD, Dream, Book, Management, Nursing

Published with Forbes Books, the exclusive business book publishing imprint of Forbes, Get A Life: A Roadap to Rule the World is the latest motivational release from Bob Fisch.

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Published with Forbes Books, the exclusive business book publishing imprint of Forbes, Get A Life: A Roadap to Rule the World is the latest motivational release from Bob Fisch.
The sky-high view from Peak was the dramatic setting Thursday evening, Feb. 9, for a gathering of more than 100, who became part of the first book release event booked at Peak since it opened in spring 2020.
In his view, only through boldness can someone master their destiny and achieve peak performance throughout life.
Get A Life: A Roadmap to Rule the World by Bob Fisch is available at all major booksellers.

Financial Planning publishes 2023's Top 40 Brokers Under 40, representing firms like Morgan Stanley, Merrill and UBS Wealth Management

Retrieved on:

Thursday, February 2, 2023

Merrill, Woman, Financial plan, Risk, Financial adviser

NEW YORK, Feb. 2, 2023 /PRNewswire-PRWeb/ -- Financial Planning, Arizent's essential resource for industry professionals in wealth management, published its list of Top 40 Brokers Under 40, an annual ranking that shines a spotlight on the sector's top young talent. This year's list provides deeper insight into how brokerage firms and wirehouses can retain these individuals in the midst of intense competition — or risk losing their future leaders to other firms if better opportunities arise.

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NEW YORK, Feb. 2, 2023 /PRNewswire-PRWeb/ -- Financial Planning, Arizent's essential resource for industry professionals in wealth management, published its list of Top 40 Brokers Under 40, an annual ranking that shines a spotlight on the sector's top young talent.
The list includes a number of top young brokers who have moved from one firm to another, like this year's No.
1-ranked broker, Jenny Tsai, who began her career at Merrill but moved to rival wirehouse Morgan Stanley in 2015.
"In some ways, the rankings act as a cautionary tale," said Brian Wallheimer, editor-in-chief of Financial Planning.

SOUTHWEST AIRLINES APPOINTS LAUREN WOODS TO SENIOR VICE PRESIDENT TECHNOLOGY AND CHIEF INFORMATION OFFICER

Retrieved on:

Wednesday, February 1, 2023

Linda, Police Technology Department, Cornell University, Strategic planning, Wilson v Southwest Airlines Co, AirTran Airways, Customer, Communication, Merrill, NYSE, COVID-19, Business administration, Senior, Digital, Management, Southwest Airlines, Sabre

DALLAS, Feb. 1, 2023 /PRNewswire/ -- Southwest Airlines Co. (NYSE: LUV) today announced the promotion of Lauren Woods from Vice President of Technology to Senior Vice President and Chief Information Officer, and she will report to Chief Administration & Communications Officer Linda Rutherford.

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DALLAS, Feb. 1, 2023 /PRNewswire/ -- Southwest Airlines Co. (NYSE: LUV) today announced the promotion of Lauren Woods from Vice President of Technology to Senior Vice President and Chief Information Officer, and she will report to Chief Administration & Communications Officer Linda Rutherford.
Since joining Southwest® in 2010, Woods has led key initiatives across Southwest's Technology Department, supporting the Company's Digital and Customer Channels and various Operations Teams and Platforms.
In her new role, Woods will play an important role in managing the airline's technology investments, upgrades and system maintenance totaling approximately $1.3 billion in 2023, alone.
Woods assumes this role following Kathleen Merrill's decision in September 2022 to move to an Executive Advisor in early 2023.

Cohen & Steers Appoints John Moore as Head of Private Wealth Solutions

Retrieved on:

Tuesday, January 24, 2023

Morgan Stanley, Strategic partnership, CNS, Cohen & Steers, Growth, NYSE, Merrill, FIG, Franklin Templeton Investments, Senior, Education, Management

NEW YORK, Jan. 24, 2023 /PRNewswire/ -- Cohen & Steers, Inc. (NYSE: CNS) has named John T. Moore as Senior Vice President and Head of Private Wealth Solutions.

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NEW YORK, Jan. 24, 2023 /PRNewswire/ -- Cohen & Steers, Inc. (NYSE: CNS) has named John T. Moore as Senior Vice President and Head of Private Wealth Solutions.
Mr. Moore will lead the expansion of the firm's private real estate business across U.S. wealth distribution channels.
He reports to Emily Conte, Executive Vice President and Head of Strategic Partnerships, FIG OCIO, and Alternatives for Wealth.
I look forward to John's leadership in expanding our capabilities in Private Wealth Solutions and supporting the growth of our private real estate initiatives."

Pre/Dicta Acquires Gavelytics

Retrieved on:

Wednesday, January 11, 2023

Professional Services, Data Management, Technology, Data Analytics, Legal, Software, Insurance, Intelligence, Acquisition, Merrill, Lawyer, Tobacco, Risk management

“Pre/Dicta created what I always dreamed of for Gavelytics: a litigation analytics platform that was forward-looking rather than backward-looking, that could make predictions and not just provide generic descriptive statistics,” said Gavelytics founder Rick Merrill, who is joining Pre/Dicta as its strategic advisor.

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“Pre/Dicta created what I always dreamed of for Gavelytics: a litigation analytics platform that was forward-looking rather than backward-looking, that could make predictions and not just provide generic descriptive statistics,” said Gavelytics founder Rick Merrill, who is joining Pre/Dicta as its strategic advisor.
Gavelytics was a market leader in litigation analytics for state courts, where 95% of all cases heard in the U.S. take place.
When Merrill publicly announced the cessation of operations at Gavelytics, he said: “We enjoyed some early success, but ultimately fell short.
I will always be proud of our ambitious reach, even though it exceeded our grasp.” Today, Merrill added: “We are so pleased that the vision we had for Gavelytics can now be realized at Pre/Dicta.”

Association of African American Financial Advisors Announces New Leadership, Launches Next Stage of Vision for a More Equitable Wealth Management Industry

Retrieved on:

Monday, December 5, 2022

WASHINGTON, Dec. 5, 2022 /PRNewswire/ -- The Association of African American Financial Advisors ("AAAA" or the "Association"), a non-profit membership organization for African American financial advisors and other wealth management industry professionals, today announced the appointment of Alex David, President and CEO of Stifel Independent Advisors, as its incoming Chairman Emeritus. In this position, Mr. David will provide strategic guidance to the Association as it embarks upon the next stage of its vision for driving a more equitable wealth management industry.

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In this position, Mr. David will provide strategic guidance to the Association as it embarks upon the next stage of its vision for driving a more equitable wealth management industry.
Christian Nwasike, MFP, will continue to serve as Chairman of the Board, providing day-to-day leadership of the Association.
Mr. Nwasike is also principal and executive managing partner with Practice Management Consultants, LLC, a consultancy focused on coaching African American financial advisors to achieve greater business growth and success.
A non-profit membership organization for African American financial advisors and affiliated professionals, the Association of African American Financial Advisors (AAAA) was created to address the needs and concerns of African American Financial Professionals.

More than 87% of Pentagon Supply Chain Fails Basic Cybersecurity Minimums

Retrieved on:

Wednesday, November 30, 2022

Internet, Security, Defense, Technology, Other Defense, Probability, DFARS, Department of Defence, Risk, DIB, United States Department of Defense, SPRS, Federal Acquisition Regulation, Merrill, CMMC, Risk management, Medical device, Defense

Critics of the system have anecdotally deemed 70 to be good enough, but the overwhelming majority of contractors still come up short.

Key Points:

Critics of the system have anecdotally deemed 70 to be good enough, but the overwhelming majority of contractors still come up short.
The first ever comprehensive, independent study of the DIBs cybersecurity maturity was conducted by Merrill Research and commissioned by CyberSheath , the largest CMMC managed service vendor.
The DIB is the Pentagons supply chain, and we see how woefully unprepared contractors are despite being in threat actors crosshairs.
Our military secrets are not safe and there is an urgent need to improve the state of cybersecurity for this group, which often does not meet even the most basic cybersecurity requirements.

Capital One and Fidelity Distinguish Themselves Among Financial Services, as Disappointment With Credit Unions Continues, ACSI Data Show

Retrieved on:

Tuesday, November 15, 2022

Banks now excel in most areas of the customer experience, save the credit union industrys traditional area of strength: in-person service.

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Banks now excel in most areas of the customer experience, save the credit union industrys traditional area of strength: in-person service.
Customer satisfaction with financial advisors moves in the right direction, up 1% to a score of 79, while the online investment category holds steady at 78.
Among banks, regional and community institutions remain on top with a steady mark of 80, but their lead shrinks.
National banks climb 1% to an ACSI score of 77, followed by super regional banks, up 1% to 76.

Sara McCue joins UBS as Financial Advisor in Las Vegas, NV

Retrieved on:

Friday, November 11, 2022

UBS Wealth Management USA today announced that Sara McCue has joined the firm as a Financial Advisor.

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UBS Wealth Management USA today announced that Sara McCue has joined the firm as a Financial Advisor.
She joins the UBS Desert Mountain Market, managed by Charles (Chuck) Powers, and is based in the Summerlin office.
Sara joins UBS from Merrill and brings more than two decades of financial services experience.
In 2006, Sara joined Morgan Stanley as a Financial Advisor and then joined Merrill in 2009.

Sanctuary Wealth Adds 18Forty8 Private Wealth to Constantly Growing Platform

Retrieved on:

Friday, November 4, 2022

INDIANAPOLIS, Nov. 4, 2022 /PRNewswire/ -- Sanctuary Wealth, home to the next generation of elite advisors, welcomes 18Forty8 Private Wealth, the latest team to leave Merrill Lynch to embrace partnered independence with Sanctuary. Formerly known as Heinrichs, Behling & Associates, the firm is led by its founders and managing partners Terry Heinrichs, CFP®, CIMA®, CPFA® and Ryan Behling, CFP®, CRPC®, CPFA®, SE-AWMA®. With $400 million in client assets under advisement and based in Madison, Wisconsin, 18Forty8 Private Wealth is Sanctuary's first team in the state.

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INDIANAPOLIS, Nov. 4, 2022 /PRNewswire/ --Sanctuary Wealth, home to the next generation of elite advisors, welcomes 18Forty8 Private Wealth, the latest team to leave Merrill Lynch to embrace partnered independence with Sanctuary.
With $400 million in client assets under advisement and based in Madison, Wisconsin, 18Forty8 Private Wealth is Sanctuary's first team in the state.
"This has been another great year for Sanctuary Wealth, expanding our footprint with teams in six additional states and teams in all the major markets, and the addition of 18Forty8 Private Wealth to our network brings us into Wisconsinfor the first time," said Jim Dickson, CEO and Founder of Sanctuary Wealth.
Sanctuary Wealth includes the fully owned subsidiaries; Sanctuary Advisors LLC, an SEC-registered investment adviser, Sanctuary Securities, Inc. a FINRA member broker-dealer as well as Sanctuary Alternative Holdings, Sanctuary Asset Management, Sanctuary Insurance Solutions, Sanctuary Global, and Sanctuary Global Family Office.