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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Anthony Macciola is chief innovation officer at North Carolina-based
ABBYY , a global digital intelligence company. He holds more than 45 patents for technologies in mobility, text analytics, image processing, and process automation and is leading AI initiatives at ABBYY.July 8
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Plus, a new retirement tool from Income Lab and a fresh Envestnet deal.
July 8
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Justin Turner is VP of Strategic Partnerships - Shipping (Global) at Cover Genius, the insurtech for embedded insurance that protects the global customers of the world’s largest digital companies including Booking Holdings, Descartes ShipRush and Intuit. XCover is also available at Amazon, eBay, and Shopee. In his role, Justin is responsible for leading and executing the company’s logistics strategy and creating value for partners by delivering a seamless insurance experience for their customers. Prior to Cover Genius, Justin was the Asia Pacific Head of Sales and Operational Marketing at Neopost Shipping and the Regional Chief Executive of global logistics companies Pacific Network and GP Logistics where he was responsible for leading the sales and operation teams and executing the company’s strategic direction. Justin has an executive MBA from RMIT University and dedicates time to volunteer as Vice President of his local community football club and as a contributor to the Surf Lifesaving Association.
July 8
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The ultrawealthy are throwing money into private equity funds as some institutional investors approach their allocation limits.
July 8
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Teresa Bryce Bazemore is the president and CEO of Federal Home Loan Bank of San Francisco
July 8
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The culture wars can be a minefield for corporations. But that's not keeping firms out of Dallas or Miami.
July 8
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Jim Van Dyke is senior vice president of innovation at Sontiq and a former board member of the Consumer Financial Protection Bureau.
July 8
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Wall Street’s regulator is following the recommendations of a little-noticed government watchdog report last year. But it refuses to share the full findings.
July 7
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According to a new study, boomers are likely to deplete their savings much faster than previous generations — but advisors can still help.
July 7
