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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The growth opportunity is there, the brand trust is there, the clients are there — it’s the banks that are largely absent.
June 28
J.D. Power -
Mike Foy is the senior director and head of wealth intelligence at J.D. Power. He has over 20 years of experience in wealth management working with industry executives on how to improve the experience and drive loyalty and advocacy among both clients and financial advisors.
June 28
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An ETF whose issuer had Martina Navratilova and Barney Frank on its board has shut down. What are the lessons for advisors and clients?
June 28
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The bank plans to grow the wealth unit and regain investor confidence by focusing on priority markets like Hong Kong and Singapore
June 28
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Tracey is the director for small commercial underwriting at Verisk. She is responsible for the strategy and execution of small commercial and casualty underwriting products, focused on powering automated underwriting and digital transformation in the industry.
June 28
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Deb Smallwood, Senior Partner at Strategy Meets Action, a ReSource Pro Company, is widely recognized as an industry thought leader who is known for her “big strategic thinking with pragmatic approaches to transformation.” Deb challenges the status quo of insurance and influences the industry to reimage the business of insurance for the digital connected world.
Deb’s passion is to advise carriers and MGA’s to create transformation strategies and plans by bringing clarity to the possibilities of change and innovation. For over 30 years, Deb has helped hundreds of clients transform their businesses driving high business value and success. Deb’s deep expertise is commercial lines underwriting transformation and how best to leverage customer experience, digital enablement and transformational technologies and data.
Prior to launching Strategy Meets Action, Deb held a variety of leadership roles including VP of the insurance practice at Tower Group, Chief Transformation Officer (CIO) at Insurance Company of the West (ICW), Partner at KPMG LLP, and Head of Commercial Lines Application Development & Maintenance at Liberty Mutual.
Deb is often asked to contribute to major insurance publications and is also a frequent keynote speaker at leading industry conferences.
June 28
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Edward Webb currently serves as
BPM ’s advisory partner, offering over 35 years of experience in consulting and financial management, including specific experience in transaction advisory services for both healthy and stressed companies. A published author and speaker, he currently leads the Corporate Finance Consulting Group at BPM and sits on the firm's Management Committee. He holds a doctorate in business administration with an emphasis in ownership transition from Temple University, as well as an MBA with a focus on finance from Indiana University. He was born and raised in suburban Philadelphia before moving his family to California. He may be reached atewebb@bpmcpa.com .June 28
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“Inflation psychology” is back, complicating financial planners’ discussions with unnerved retirement savers.
June 27
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Missouri-based UMB Financial says it would acquire 157,000 accounts across more than 3,000 employer groups from Old National Bancorp in Indiana.
June 27
