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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Kristina Leach is a director of BFSI (banking, financial services and insurance) insights at Quantum Metric. As a go-to-market and industry lead, Kristina provides expertise that supports financial institutions ability to optimize the digital customer experience. Prior to joining Quantum Metric, Kristina earned her MBA at MIT Sloan School of Management and worked for Bain & Co, Fidelity Investments and MassMutual holding roles across various functions.
November 3
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The regulator asked Direxion to pull its own application the same day it was filed.
November 3
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The startup founder shares the key lessons learned from remote work and what led to the creation of a new FPA Knowledge Circle group.
November 3
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Matt Homer is executive in residence at Nyca Partners and former executive deputy superintendent of research and innovation at the New York State Department of Financial Services, where he oversaw the department’s efforts related to cryptocurrency.
November 3
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At SIFMA’s annual conference, Charles Schwab CEO Walt Bettinger warned about potential overreach when it comes to regulating payments for order flow.
November 2
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The slump follows historic lows for the Level II test earlier this year.
November 2
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After a $70 million fundraising round, the company also plans to begin offering HSAs and emergency savings.
November 2
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Democrats, unable to gain traction on taxes that affect only the ultra wealthy, have turned to trusts as little as $200k.
November 2
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With today’s generation of home buyers so rooted in a digital world, how will the financial services industry need to change to meet their needs? What new consumer technology will they need to adopt to meet consumers where they are? How will those approaches differ from how things have been done historically in the industry? Join us in a discussion with Blend’s Founder, Nima Ghamsari as we chat through how banks and financial institutions need to think through these questions.
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That Rothko, Basquiat or Banksy hanging in the front hall may be a great way to get a tax break.
November 2
