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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Pankaj is the Co-Founder of Zendrive, a platform for driver behavior analysis. He has held leadership positions at Google and WalmartLabs and was a researcher at Bell Labs earlier in his career.
March 25
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Itamar Jobani is CEO and co-founder of
PayEm , a global spend and procurement platform for finance teams that captures requests and invoices, creates bills, schedules and sends payments, auto-categorizes and syncs with ERP systems.March 25
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CEO Bruce Van Saun said the bank wouldn’t search for deals as aggressively as it had last year, but Florida expansion remains a focus
March 25
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The FINRA order includes allegations relating to the LJM Preservation & Growth Fund, another product sold in large numbers by the industry.
March 24
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During his tenure at the top, assets jumped to more than $2.1 trillion from $3.9 billion, making Fidelity the second-biggest U.S. mutual fund company.
March 24
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Teams are taking longer to switch brokerages as the pandemic recedes and advisors return to the office, according to John Pierce, the firm’s head recruiter.
March 24
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Tom Warden is chief insurance and science officer of CLARA Analytics. He oversees the company’s scientific, technological and research operations.
March 24
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Jay Meschke is President of CBIZ Talent & Compensation Solutions and the executive search firm EFL Associates. Jay registers 29 years of experience in the retained executive search field, recruiting C-Suite executives for multiple industries and across a variety of functional disciplines. His portfolio of search assignments exceeds 750 projects and he leads an organization that ranks in the Top 40 out of 2,500 retained executive search firms.
March 24
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A FINRA arbitration panel awarded former clients of First Allied Securities the full damages they requested in the case.
March 23
