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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Assaf Henkin is the Co-founder, President, and COO of life insurtech
Sproutt . A recognized expert on predictive analytics and data insights, Assaf has more than 20 years of experience building scalable cross-channel, cross-device, and cross-format data-driven products. Prior to his current role, Assaf served as chief insights officer at Amobee, a Singtel wholly-owned subsidiary. Prior to that Assaf co-founded Kontera, a Big Data consumer data and analytics platform that was acquired by Singtel. Assaf holds a BS in Computer Information Systems from San Francisco State University and an MBA from the Northwestern University Kellogg School of Management.April 20
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Determining the client’s “need for speed” at the outset of the relationship goes a long way toward achieving peace of mind for them in tumultuous times.
April 20
Biondo Investment Advisors -
Karl A. Wagner III is a Partner and Senior Wealth Advisor with Biondo Investment Advisors, LLC with locations in Milford, Pennsylvania, and Sparta, New Jersey.
April 20
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Ric Edelman continues his crypto crusade with a new book and a warning for advisors unwilling to learn about the asset class.
April 20
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BNY Mellon CEO Todd Gibbons says the revenue decline reflects business lost in 2021
April 19
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Executives of firms like J.P. Morgan, Morgan Stanley and Bank of America benefited from a stronger market in 2021 that increased incentive pay.
April 19
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With the combination, Orion can offer an all-in-one technology solution to advisors.
April 19
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With the White House’s proposed Build Back Better legislation and its impact on taxes in limbo, advisors have time to implement key tax planning techniques.
April 19
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Wealth managers trail other financial firms in adoption of three basic cybersecurity steps that could soon be mandatory.
April 19
