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 Treasury Secretary makes the first speech after Biden’s executive order on digital assets.
April 7
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UBS brokers rack up expungements of Puerto Rico complaints
April 7
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In this session, Editor-in-Chief of Financial Planning, Brian Wallheimer, to share the top trends in wealthech for 2022 and the customization demands driving change and innovations in wealth management today
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Each bank the two-time MVP worked with was holding up to the Federal Deposit Insurance coverage limit for the “Greek Freak.”
April 7
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Sources say high-profile departures and a changing corporate culture challenge the fintech giant as it decides between two acquisition partners.
April 7
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Christopher Ewing is the founder and Chief Strategy Officer of One Inc. A long time entrepreneur raised in Sacramento, CA, Christopher has a proven track-record building effective teams and partnerships to deliver innovative solutions to customers.
Christopher began his insurance industry career in 2003 as the President and CEO of Keenan Holdings. He also served as the CTO and General Counsel of Cost-U-Less Insurance Center, growing the company from 32 locations to more than 100. Chris was also the Co-Founder, President, and CEO of Stonewood Insurance Services, Co-Founder and CTO of ClearSide General Insurance Services, and Co-Founder, General Counsel, and Executive VP of GreenPath Insurance Company.
Christopher received his Bachelor's degree in Business Administration from the University of California, Riverside, and his Juris Doctor from University of the Pacific McGeorge School of Law.
April 7
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RIAs are putting clients on the sidelines as they expect global equities to slump into a bear market.
April 7
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Mark Snyder is the principal consultant and claims subject matter expert at
Hi Marley .He is a proven leader and P&C insurance claims optimization expert with significant experience in quality management program design, insurtech and digital strategy operationalization, operational transformation, project management and training development and delivery.
Mark also has deep claims technical handling, management and auditing knowledge and skills across all major lines of business and select specialty lines.He previously held leadership positions with Ohio Casualty, Liberty Mutual, Athenium Analytics and Aon Inpoint.
April 7
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Interactive capabilities have always enhanced traditional planning by creating collaborative experiences, and now they're foundational for strengthening client relationships and building new ones.
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Elad Tsur , chief AI officer atApplied Systems , is a serial entrepreneur who is passionate about bridging the gap between technology and business – specifically in insurance and other financial services.Prior to joining Applied Systems in 2024, he was co-founder and CEO of Planck, where he helped create an AI-based data platform for commercial insurance that enables insurers to grow new and organic business while drastically reducing their loss and expense ratios.
Before launching Planck in 2015, Elad started BlueTail Corporation, which delivered the first comprehensive AI platform for customer relationship management. Acquired by Salesforce.com in 2012, today it is known as Salesforce Einstein.
April 7
