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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Time for a change? Upgrading your image should be more than a skin-deep affair.
October 20
SageMint Wealth -
Money managers are hiking bets on the great inflation trade of 2021, as the biggest risk to price stability in more than a decade rocks corporate boardrooms and Wall Street trading floors.
October 20
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Michelle Keefe is the founder and CEO of
MomUp , which strives to help companies advance and succeed while simultaneously bringing more opportunities to women. MomUp is improving the landscape of the workforce and bringing work/life balance back into the equation.October 20
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The WilmerHale partner discussed Regulation Best Interest, fraud detection and other industry compliance issues.
October 20
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Under the 2017 Tax Cuts and Jobs Act, R&E expenses paid or incurred after 2021 must be capitalized and amortized over five years (15 years if research is performed overseas).
October 20
Tax & Accounting Professionals business of Thomson Reuters -
Rob Berg is a Principal & Director in Perr&Knight’s Operations & Technology Consulting Practice. During his twenty-plus year consulting career, Rob has designed, planned and executed operational improvements yielding more than $100 million in cost savings; effected process redesigns to maximize the benefit of new technology adoptions; planned the deployment of core software application replacements; and provided financial and strategic analyses in support of major technology investments.
October 20
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Andrew is the co-founder and co-CEO of Ascend, a modern, all-in-one payments solution purpose-built for insurance with offices in California and New York. Before Andrew's career in insurance, Andrew was an employee at Instacart, where he met colleague and future co-founder Praveen Chekuri. Prior to founding Ascend, Andrew and Praveen co-founded Sheltr, which was acquired by Hippo Insurance in 2019.
October 20
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Kedar Kamalapurkar is Managing director and a leader in the insurance sector claims practice at Deloitte Consulting LLP. He has nearly 15 years of experience in claims operations, including as a claims adjuster. He has led claims transformations from strategy to execution for many of the major insurance carriers in the United States and Europe. Kedar also holds insurance industry professional designations from CPCU, AIC, API, and AINS.
October 20 -
Michael Cline is Managing Director and Insurance Sector Claims Leader at Deloitte Consulting LLP. He has over 28 years of experience in claims operations and technology at insurance companies and the consulting field. He also has insurance industry professional designations from the Insurance Institute of America; CPCU, AIC, API, AIS and AINS. Michael holds an insurance property & casualty adjusters license in the State of Nevada and is an active member of the Insurance Institutes National Claims Interest Group committee.
October 20
