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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Paige Pidano Paridon is a senior vice president and associate general counsel at the Bank Policy Institute
December 9
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John is the CEO & Co-founder of TrustLayer, an AI-powered collaborative risk management platform. John previously founded Hawthorne Capital. John received his B.A. magna cum laude from Georgetown University, and his J.D. with Honors from the University of Wisconsin and studied at the University of Beijing.
December 9
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Bank of America is turning to private jets and exotic cars to compete with American Express and JPMorgan Chase and lure big spenders to its credit cards.
December 9
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John Powers is vice president at HealthComp with more than 20 years of experience in developing strategic benefits solutions with brokers and employer groups.
December 9
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The direct-to-consumer startup will power an entirely digital policy only available through the insurer’s agents and advisors.
December 9
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Three firms outperformed the rest in a new J.D. Power study, but the fund companies have some very basic problems.
December 9
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Build Back Better legislation contains provisions that, collectively, would cause seismic changes in the estate planning world.
December 8
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As Chief Technology Officer of CoTé, Rudi has the unique opportunity to set the strategical road map for our ridiculously clever cloud platform virsaicTM and assist organizations in formulating their Digital Customer Experience strategy leveraging our extensive industry knowledge and our unique cloud platform.
Working within the Information Technology sector, Rudi has successfully fulfilled Enterprise Architecture, Solution Architecture, Senior Analyst, Technical Team Lead and Application Programmer roles. These roles have varied throughout the Investment, Agricultural, Manufacturing, Insurance, Financial Services, Government sectors and Mining.
December 8
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The wirehouse and its independent arm failed to store millions of documents in the right format over a 17-year span, the regulator says.
December 8
