Jennifer Buaas is the deputy chief information officer of Customer Service Management for the Texas Health and Human Services Commission. She oversees the project management, service management, ...
Experts have amassed a wealth of resources and evidence to help financial advisors adapt psychological methods to their practices when onboarding customers.
The partnership follows the sale of TIH, formerly the insurance subsidiary of Truist Financial Corporation (NYSE: TFC), to an investor group led by private equity firms Stone Point Capital and CD&R in ...