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.
-
Timothy Flacke is the co-founder and Executive Director of
Commonwealth , a national nonprofit building financial security and opportunity for financially vulnerable people through innovation and partnerships.November 2
-
Pinto has taken a more active role overseeing operations firm-wide after being named co-president and co-COO in 2018.
November 1
-
Advisors and clients can now track the performance of companies moving away from the “toxic and dangerous ways” of the past, according to the founders.
November 1
-
Jason Polayes, director of personal lines product management at Verisk, is responsible for product innovation and management strategies in the underwriting and point-of-sale space. Before joining Verisk, he had more than 15 years’ experience working at or with insurers in technology, innovation, process improvement, underwriting, and product management across auto, property, and small commercial lines of businesses, with a focus on new product development and profitable acquisition.
November 1
-
Dorothy Kelly, AVP, leads product management within Verisk’s personal auto underwriting division and is part of a team helping insurers achieve profitable growth through data, analytics, and innovative underwriting tools. She has held leadership and executive roles within claims, underwriting, product management, and business development across personal and commercial lines, including co-founding a successful insurance services startup.
November 1
-
It'a the latest move of a U.S. asset managers expanding into the businesses of private equity and credit.
November 1
-
Jessica Mason is the senior policy analyst and engagement manager for workplace programs at the
National Partnership for Women & Families , where she oversees in-house research and data analysis, tracks developments in academic and other research and develops advocacy resources related to the workplace and economic security agenda. She also helps find ways to engage with current and new allies in this work.November 1
-
As an Associate of Data, Analysis, and Reporting, Jess McKay uses her background in quantitative social policy research to support the
Financial Health Network’s data and research goals. She believes that improving the financial health of individuals and communities is crucial for building an economy that works for all people.November 1
-
There is little doubt that growing and protecting wealth is a critical pillar in everyone's financial plan. But what about maintaining and improving your health?
-
Bri Joiner, Director, Regulatory Compliance, Municipal Securities Rulemaking Board
November 1
