In|Vest West 2018 Direct

Vijay Mahendrakar is head of Insurance Business Solution, Europe at Mphasis. Vijay helps brokers and insurers to successfully implement digital and data technology, transform their operation enabling business to be truly customer centric, digital first, data driven business and grow profitably. Vijay has 25+ years of experience with global BFSI customers, he brings unique expertise at intersection of Insurance business domain, legacy technology modernization, building cloud native platforms, monetizing data as an asset and transform operation ways of working. Similarly working with Mphasis, a global technology company, he brings rich expertise across business development, large transformation deal solution design and capture, consulting, and successful delivery of complex change programs.

The bank is turning to an executive who comes with baggage of his own after a shortened tenure as CEO of AMP.

Heather Lowe is the founder and president of Ditched the Drink.

JPMorgan Chase is preparing to pay roughly $200 million to resolve U.S. regulatory investigations into lapses over monitoring employee communications.

Danielle Burns is vice president and head of business development at CNote, a women-led community investment platform.

Consolidation, an aging broker workforce, pivots by advisors away from Wall Street wirehouses and a move to fee-based services are driving the slow but steady trend.

When a spouse needs long-term institutionalization, it may preserve assets for the healthy partner and for heirs — but there are downsides.

A new report from the House Financial Services Committee offers the first ever glimpse into the demographics of the largest fund companies.

Bettina Lipphardt, CPA, is a partner at The Bonadio Group.

Here's what you missed this week in wealth management.