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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Catrin Lewis is Head of Global Engagement and Internal Communications at Reward Gateway. Fanatical about technology, obsessed with experience, driven by happiness, understanding and engagement, Catrin leads Reward Gateway people strategy by dialing up engagement through data analysis and action. She heads up their internal communication strategy with a stream of constant, varied and engaging content. Catrin is also author of 'The Little Unicorn - An adventure into the Disengagement Dangerzone.’
March 4
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Check out the advisor moves, M&A and other news of the week in wealth management.
March 4
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In a third alternative to an often vexing choice, the pension holder obtains enough life insurance to elect the single life pension at retirement.
March 4
International Planning Alliance -
A judge’s decision puts new pressure on the brokerage industry watchdog and the SEC.
March 3
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Revenue sharing, wrap accounts and advisor compensation are at the core of the case filed this week in federal court.
March 3
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Akshay Singh’s Indyfin seeks to give more independent practices access to client leads and the potential opportunity of online reviews.
March 3
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Fintech deals totaled $348.5 billion in 2021. Here are the trends causing the record transaction wave.
March 3
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Despite industry criticism, the regulator’s ongoing wave of cases has expanded into allegations that wealth managers breached their duty of best execution.
March 3
