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 guidance touches on the controversial policy debate about conflict-of-interest rules and what it means for brokers to act in the interest of their clients.
March 30
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Jamie Yoder is the President and General Manager of
Sapiens North America, a leading global provider of software solutions and services for all sectors of insurance. He is responsible for the North America business end-to-end, driving all business fundamentals from strategy to product development to delivery; competency centers & professional services; business development including sales, sales support, marketing and partners; customer management and customer care activities; and managing daily operations.March 30
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In conversation with Patti Cook, CEO of Finance of America Companies
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Molly Boesel holds the position of principal, economist in the Office of the Chief Economist at CoreLogic. She is responsible for analyzing and forecasting housing and mortgage market trends. She has a depth of expertise in mortgage market analysis, model development and risk analysis in the housing finance industry.
Boesel previously worked at both Fannie Mae and Freddie Mac. While at Fannie Mae she provided Fannie Mae’s official monthly forecast for the economy, housing market, and mortgage market stocks and flows, and provided analyses on trends in the mortgage market, including characteristics of borrowers, homeowners, and mortgage products. She earned her bachelor’s degree in economics from James Madison University and her master’s degree in consumer economics and housing from Cornell University.
March 30
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The bill would raise the required age to begin withdrawing money from retirement accounts to 75 from 72.
March 30
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The Swiss lender is looking to boost shareholder returns
March 30
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Robert Sandrew considers himself a people person, which aids his ability to bring new talent to his firm. But finding the right fit is an ongoing process that evolves as quickly as the industry itself.
March 30
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Paul Henderson is the global controller atTipalti , a payment automationsoftware that helps businesses manage their entire supplier payments operations by streamlining all phases of the AP and payment management workflow in one holistic cloud platform. He has decades of experience in the financial industry across a variety of companies, and prior to Tipalti, he served as vice president and controller at ForgeRock.March 30
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Alpine Securities will seek to overturn a FINRA finding that it saddled clients with “unreasonable” fees and converted accounts without authorization.
March 30
