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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Laura Navaratnam is the former head of fintech at the UK Financial Conduct Authority and is a director at Gattaca Horizons LLC.
March 21 -
Daniel Gorfine is a former chief innovation officer at the Commodity Futures Trading Commission and is the founder and CEO of Gattaca Horizons LLC.
March 21
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The fund would potentially offer multimillionaires exposure to a swath of assets unavailable on public markets.
March 21
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Floyd’s slaying led to industry leaders promising to prioritize matters of diversity, equity and inclusion. Here’s how far some of those promises have gone.
March 20
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Here's what happened over the last week in wealth management.
March 19
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Some say Vanguard may grab the top spot from BlackRock within two years, but there are signs that the transition might not be so close, if it happens at all.
March 18
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The veteran advisor who was inspired by her mother takes another step for women in the industry.
March 18
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Amanda Hug, FSA, MAAA, MBA is a Director in the Insurance Consulting & Technology practice at WTW, where she helps clients transform their businesses by leveraging the power of automation and predictive analytics.
March 18
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