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Clemson will report directly to Cindy Hamel, chief strategy and corporate development officer.
Benjamin Receives Additional Seed Funding and a Board Member
Benjamin, the year-old startup that recently relaunched as an artificial intelligence–driven end-to-end business support system for RIA firms, has received an initial round of $750,000 in funding, according to its founder and CEO Matt Reiner.
This round was led by industry veteran Bob Conchiglia, who will also join Benjamin’s executive advisory board. Conchiglia has spent the past 14 years with SS&C Advent’s Black Diamond.
The investment will go toward hiring additional developers and expanding integrations technology partners.
RetireOne Launches Advisor Portal
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SAN FRANCISCO, Jan. 14, 2021 /PRNewswire/ The newly-launched RetireOne
® Advisor Portal provides RIAs direct access to client insurance policy and annuity data. Partner firms now have four options for accessing client insurance policy and annuity data for managing, reporting, and billing on those assets.
RetireOne s team has been responsible for designing and delivering advisory technology solutions in the RIA channel for more than two decades at Schwab, Jefferson National and Nationwide Financial. They have also collaborated with some of the largest RIA firms in the nation since 2011 to develop scalable systems, processes and procedures that fit the fiduciary model. The result is an open architecture fiduciary platform that provides excellent advisor experiences, and conforms to regulatory rigor, including the latest Reg BI requirements.
9 & 10 News
December 23, 2020
A northern Michigan county is saying farewell to its sheriff of 16 years.
Sheriff Scott Strait started with the Mackinac County Sheriff’s Department 35 years ago, but now he’s decided it’s time to retire. “It’s been such a great joy of my life to serve the people of Mackinac County,” he said.
Sheriff Scott Strait always knew he would one day become a public servant after being influenced by his father who, to this day, remains a police officer.
Sheriff Strait said it’s all about serving and taking care of other people. “You ask anybody that goes into law enforcement why they went into law enforcement. It’s to help people” he said. “Having that opportunity to serve others is the greatest joy anybody could have.”