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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A new Charles Schwab study points to the lack of pension plans as one factor pushing millennials to start saving for retirement on their own.
April 21
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Karen Furtado, partner Strategy Meets Action, is a well-known authority on insurance technology and how it fuels transformation within insurance companies. Her focus is helping insurers prepare for the future of the industry through the decisions they make today. Karen’s deep understanding of how to effect change guides insurers in the development and implementation of their transformation roadmaps. Her comprehensive knowledge stretches across core systems, the implications of insurtech, and enhancing adaptability and flexibility in a changing market. Her commitment to promoting innovation, encouraging the exploration and adoption of new technologies, and developing proactive ways to plan for the future draws those seeking an edge. In a highly competitive world, Karen brings exceptional knowledge and experience to the challenges of connecting solutions to business and IT requirements.
For more than 30 years, Karen has held leadership positions across the insurance industry. She was previously the Vice President of CGI's Insurance Practice, where she had responsibility for the development of their strategic direction and oversight of CGI's insurance software services, hosted software services, and core insurance BPO practice.
April 21
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While the chances of scrutiny are relatively low, these issues can put a wealthy taxpayer on the agency’s radar.
April 21
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Treat the data hub like the complex entity that it is, one requiring constant attention from those operating it in every facet of the business.
April 21
F2 Strategy -
Ernest Lacroix is a senior manager on F2 Strategy’s OCTO team where he focuses on delivering outsourced CTO services to clients.
As an RIA and fintech insider, he brings deep expertise in advisor-facing technologies including CRM, financial planning, and portfolio management applications. As a practicing financial planner, Ernie is in a unique position to add value to his clients. Whether it’s implementing new technologies, creating efficient and repeatable processes, or contemplating the digital experience for his personal clients, Ernie can easily align with the challenges facing today’s advisors.
April 20
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Barred broker Dain F. Stokes faces a criminal rap after raising hundreds of thousands of dollars for the phony philanthropic project, investigators say.
April 20
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Incentives given to commercial bankers to work with and refer business to wealth managers are critical.
April 20
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Company leaders say the quarter was a mixed bag of ongoing progress while contending with a challenging environment.
April 20
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The FINRA arbitration decision omits any details or reasoning for the award in a case involving a broker’s email to his former colleagues.
April 20
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Sommer Sherrod is the vice president of Healthcare Strategy and People Strategy Consulting at Insurance Office of America.
April 20
