Partner Jonathan Forster took part in a panel titled “Beyond Boundaries: Shaping the Future of the Integrated Advisor” at the 2025 FFR Tax Institute, which took place Nov. 10-12, 2025, in Las Colinas, Texas. The session examined the evolving role of life insurance professionals in the context of the modern wealth advisory landscape and how clients are beginning to expect a more collaborative approach from their own team of advisors.
