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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Julie Hogan is vice president of global banking solutions at Diebold Nixdorf.
September 29
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Marcus Thygeson , MD, MPH has served both sides of health care – as a treating medical doctor and health plan executive. As theBind Benefits Chief Health Officer, he ensures Bind plan design aligns with research-backed, quality care.September 29
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Brian Uhlig is a senior partner of employee benefits at Alera Group, a leading independent, national insurance and financial services firm created through the merger of like- minded, high- performing, entrepreneurial firms across the United States. It is the 7th largest privately held employee benefits company in the nation and was founded in 2017.
September 29
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Bernhard is a principal in EY’s Financial Services Office and is the Global Leader of EY’s Customer and Growth Solution for the insurance industry. This practice assists insurance carriers world-wide in transforming their sales, service and marketing operations. Previously, Bernhard was Chief Marketing Officer for a $100B division of a global financial institution, and oversaw commercial initiatives across 31 countries. For 25 years, Bernhard has led analytics and customer driven transformation programs in the financial services industry, delivering results in terms of customer acquisition, retention, product cross-sales and the efficacy of sales, service and marketing. Typical programs include digital channels, customer experience improvement and adopting distribution management and CRM practices and technologies. Bernhard holds an MBA from Wharton and a MS Finance from Erasmus University.
September 29
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A firm with no website and a generic name has served internet pioneers Pierre Omidyar and Jerry Yang for decades.
September 29
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Berman Capital is the latest big seller to find a larger partner as equity values, tax fears and other factors push deal volume and size even higher in 2021.
September 28
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From compliance to the Broker Protocol, advisors should understand their obligations and restrictions before they make a move.
September 28
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Some independent advisors worry the enterprise deal will slow innovation at the wealthtech company.
September 28
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Higher internal expenses in mutual fund share classes came with much lower overall advisory fees in wrap accounts, the firm argues.
September 28
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