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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Amid fierce competition for wallets of the super-rich, exotic perks are emerging.
June 23
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Jen Farrell is director of agent and customer research at Liberty Mutual and Safeco Insurance, supporting independent agent distribution and product development. In her role, she conducts primary research and interprets industry trends to ensure Liberty Mutual and Safeco take a data-driven approach to the agent and customer experience. Jen brings nearly 15 years of experience in research and digital analytics, previously working with some of the world’s largest brands to uncover marketing insights and answer critical business questions. When she’s not studying consumers, independent agents, or the insurance industry, she can be found hiking through the woods in New England.
June 23
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Demetrios Frangiskatos, CPA, is the leader of analytics and emerging methods at Top 10 Firm BDO USA. He has more than 22 years of experience providing accounting, auditing, and business advisory services. Currently, he oversees BDO’s assurance business line’s BDO Advantage team, where he focuses on the strategic research and development, deployment, integration and enablement of technology platforms and solutions within the assurance practice.
June 23
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The comply-or-explain component is radical for a securities exchange and could have a big impact on the more than 3,000 companies listed on the exchange.
June 23
CJPA Global Advisors -
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The private equity-backed firm and other giants of the industry are deploying their capital across new and existing lines of business.
June 22
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The chief product officer for Skience talks about the importance of centralized data and why the human touch is the most important part of fintech.
June 22
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A new study shows LGBTQ Americans are strikingly less ready for retirement than other groups, leaving them in need of help but not sure where to find it.
June 22
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NTA Erin Collins expressed concern Wednesday about continuing delays by the service in processing tax returns filed on paper last year.
June 22
