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Neighbors Growing Together | Oct 21, 2017

Webber listed in IA 25; Jarvis launches new app; Mandatory reporters training set

May 08, 2017

Investment Advisor recognizes Webber among 25 most influential in industry

Cambridge president and CEO Amy Webber has been named to Investment Advisor magazine’s list of the 25 most influential people shaping the advisor space for the third time.

The IA 25 is a subjective list published annually naming the 25 most influential people in the industry, including top regulators, advocates, educators, tech leaders, and advisor partners. Webber was also recognized among the IA 25 in 2014 and 2012.

Webber’s IA 25 profile highlights her efforts on strengthening the industry for the future through several initiatives focused on supporting the next generation of advisors. These initiatives include innovative programs such as an advisor mentoring program and Cambridge’s New Century Council – a unique group of Next Gen advisors who provide insight on what advisors will need from their independent broker-dealer partner, and the industry, to continue serving their clients into the future.

In addition to strengthening the industry for the future, Webber’s profile showcases her commitment to the independent model and the industry as a whole. To view Webber’s full profile, visit www.thinkadvisor.com.


Jarvis creates, launches new mobile app to help with gift-giving

NEW YORK – Jonathan Jarvis, Token CEO and co-founder, recently launched a gift-giving mobile app, which uniquely combines artificial intelligence with personal curation to help shoppers find the perfect gift.

Jarvis is a former Fairfield resident. His company is headquartered in New York City.

Jarvis explained that shoppers who download the free mobile app can describe their needs, such as gift occasion, who it’s for, style, and budget. From there, Token’s team of gift curators, who have been trained in etiquette, cultural traditions and industry trends, leverage the A.I. insights to make recommendations, ranging from well-known brands to undiscovered local experiences. The gift is wrapped and shipped, accompanied by a handwritten card.

Since rolling out in beta a few months ago, Token has seen 30 percent conversion rates from consumers, most of whom used Token to handle both their holiday and professional gifting.

Milestones offering free training for mandatory reporters of adult/elder abuse

Milestones Area Agency on Aging is offering training for adult/elder abuse mandatory reporters 1-3 p.m. May 25 at its office in Ottumwa.

The class fulfills the mandatory reporter training requirements necessary for elder care providers.

There is no cost to attend.

Reservations are necessary. To reserve a spot, call 641-684-1006 or toll free 855-410-6222, ext 7406.

According to Milestones community relations director Peggy Dykes, for every case of reported dependent adult/elder abuse, another 24 go unreported. All types of dependent adult/elder abuse is on the rise: emotional, financial, physical and social abuse, plus neglect. There is more need than ever to learn how to protect older and dependent adults age 18 and older and to help ensure everyone is able to grow older safely, said Dykes.


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