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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Here's what you missed this week in wealth management.
January 21
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As the K-shaped recovery continues, wealthy clients are calling their private bankers to see if they should borrow against their art or buy a fourth home.
January 21
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Individual investors who were ahead of the S&P 500 for most of 2020 have been stuck behind the benchmark since early 2021 as stay-at-home and meme stocks struggled.
January 21
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Robert Smithson is the founder and CEO of Just Insure, a pay-per-mile insurance technology company that uses telematics to set prices, rewarding safe drivers and reducing bias. A successful entrepreneur, Robert also founded PythonAnywhere, a leading Python platform-as-a-service, and Genius Sports Group, which was sold for $280 million in 2018.
Prior to his entrepreneurship, Robert held several fund management positions including investment director at GAM, a pure-play asset management group headquartered in Zurich. He was also a partner at both THS Partners and Arete Research in the United Kingdom.
Robert graduated from Cambridge University with a degree in philosophy and currently resides in Los Angeles, California where Just Insure is headquartered.
January 21
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Anneliese Lederer is director of fair lending at the
National Community Reinvestment Coalition .January 21
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Bank of America revamped leadership across its wealth management business, placing more responsibilities on current heads Andy Sieg and Katy Knox.
January 21
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Inadequate financial literacy is a problem for the majority of Americans. Fintech CEO Uzrad Lew chats with EBN about solutions.
January 21
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Annual drawdowns tell us little about possible standards of living in retirement as investors spend dollars, not percentages.
January 21
Income Lab -
SaVion Harris joined Intercontinental Wealth Advisors as a financial advisor in the summer of 2021 after graduating from the University of Texas at San Antonio with a Bachelor of Business Administration degree in Finance. During his time at UTSA, he was a student-athlete as a member of the football team and had dreams of playing in the NFL. He currently helps manage client assets, working to truly understand clients’ situations, goals, and dreams — helping them envision their future and then take the steps to make it a reality. He has attained his Texas Life Insurance license as well as his Series 65 Uniform Investment Adviser Law license.
January 20
