Fiserv Investment Support Services (ISS) announced that Sean Gultig, VP, has been named to head Fiserv ISS’s Advisor Services area, the former DATAlynx. He replaces Dean Rodewald; a spokesperson said Rodewald has left the company. Gultig joined Fiserv through its First Trust Corp. unit in 1996; most recently, he headed Fiserv’s Institutional Retirement Plan Services, formerly known as TRUSTlynx. A native South African, Gultig said that Advisor Services, which custodies about $14 billion for 430 independent advisors, is well suited for future growth. He is considering adding straight-through processing and stock basket trading to its offerings for advisors, and professed that “technology is what it’s all about.” When asked about his priorities, he said Advisor Services may need to “tweak and fine tune its technology and customer service” offerings.
One of his ambitions is to help financial professionals show they're doing what they're doing.
These questions are most frequently asked by advisors and some clients about the basic rules of reverse mortgages.
Speakers at a Fitch Ratings conference also talked about LTCI reinsurance deal dreams.
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