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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When investors say “things are different this time” they have a point — inflation has not been as high in 40 years.
April 14
CJPA Global Advisors -
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Haytham Elhawary is CEO of
Kinetic Insurance , a partnership between Kinetic and Nationwide, that provides innovative insurtech offerings that lower costs by equipping workers with wearable technology.April 14
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Kane Polakoff is the founder and national practice leader of
UHY Advisors ’ Client Accounting and Advisory Services division.April 14
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Despite notable rises and falls in the rankings, the study’s findings about comprehensive advice give every wealth manager an opportunity for improvement.
April 14
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There are steps you can take year-round, to help keep your clients’ personal data safe.
April 13
Raymond James -
Rob Patchett serves as Raymond James’s global chief privacy officer and IT chief compliance officer. He has over 20 years’ experience in privacy, security, operational risk and compliance expertise in the financial services industry.
Before joining Raymond James, Rob was chief privacy officer for MUFG Americas and before that Union Bank California. Prior to these roles, Rob led Visa’s first privacy office — the information assurance department.
April 13
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Childs says Gross and PIMCO had an “enormous influence” on how the U.S. government handled the 2008 financial crisis.
April 13
