More about InVest: As new digital tools transform wealth management, the industry’s largest players are rushing to adapt to ever-increasing customer expectations, while smaller firms strive to keep pace. Behind the scenes, many are investing more on technology and hiring to drive growth, but margins remain under pressure. In|Vest West is exploring all the dynamics at play — from front to back office — and the technologies that are shaping the future of the firm.
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Julienne Y. Joseph is the founder and principal of JYJ Consulting, and is the former Chief of Staff to HUD Secretary Marcia L. Fudge. She previously served as Deputy Assistant Secretary for Single Family Housing.
May 15
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Louise Doyle is the visionary co-founder and CEO of needi, a corporate gifting service that uses AI-powered gift-matching technology to connect businesses with the perfect sustainable gifts while supporting local independent businesses.
Alongside co-founder Steph Scholes, needi has grown to work with over 150 B2B clients, including high-profile companies like Microsoft, Spotify, and Virgin, generating over £1 million in sales for small businesses.
May 14
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The dilemmas from data, client demand and recruiting could provide opportunities for upstarts. Here's how wealth and asset management firms are responding.
May 14
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A new study from the Center for Retirement Research found that older remote workers are working longer than their in-office counterparts. Financial advisors say the trend offers plenty of benefits, but it isn't without its pitfalls
May 14
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While recent Financial Planning research found many firms have only a single-digit percentage of their tech budgets allocated to AI, three-quarters of those surveyed said they plan to spend at least somewhat more in the next year.
May 14
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Wealthy Americans and business investors are among the big winners while targets of Trump's ire such as immigrants and elite universities were hammered.
May 14
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Stephanie Miller is
SAP 's global vice president for finance, risk and quote-to-cash. She has over two decades of experience driving customer success while simultaneously building and leading high-performing teams. She is focused on establishing trusted relationships with finance executives to help them identify, prioritize and deliver on business outcomes.May 14
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Tom Madonna is vice president of
SAP America 's North American industry advisory for services and financial service industries.May 14
