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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At Tractable, Jimmy supports the North American leadership in driving the adoption of Tractable's artificial intelligence products. Spears joined Tractable after 30+ years working in the insurance and automotive industry, where he led USAA's auto claims experience and global auto physical damage operations and strategy, and the Strategic Initiatives team at Farmers Insurance. He also served 13 years in the US Army and is a combat veteran of Operation Desert Shield/Desert Storm.
December 20 -
Taylor Goucher is the chief operating officer of Connext Global Solutions.
December 20 -
Bhushan Sethi is the joint global leader of PwC’s People and Organization practice.
December 20 -
The regulator’s frequent reviews display shortcomings in three different areas, according to a new GAO report.
December 17 -
Here's what you missed this week in wealth management.
December 17 -
An expert says investors should wait until benchmark Treasuries yield 3% before abandoning growth stocks and embracing value shares.
December 17 -
Alexandra Steinberg Barrage is a partner in the banking and financial services group at Davis Wright Tremaine LLP. Ms. Barrage served as associate director of policy in the FDIC’s complex institution supervision and resolution division.
December 17 -
JPMorgan Chase executives were supposed to make sure employee communications were archived for regulatory scrutiny. But for years, even the bosses were using their mobile phones to tap out work-related messages — a practice so pervasive that U.S. authorities dropped the hammer Friday, imposing $200 million in fines.
December 17 -
Advocacy clinics at law schools can help protect vulnerable clients, but only if they're well-funded and widely distributed.
December 16
Drexel University Thomas R. Kline School of Law









