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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Gary Shaw advises insurers on solutions to enhance growth, operations, technology, risk, and compliance. As US Insurance leader, he works with Deloitte’s teams to coordinate services to strategic clients, marshal resources globally, share thought leadership and industry insights, and connect client executives with their peers. He is a frequent presenter and author on insurance trends including financial management, risk, and controls.
August 5
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New role will oversee leaders and businesses of Wells Fargo Advisors Financial Network (FiNet), First Clearing, and the Registered Investment Advisor (RIA) custody business.
August 5
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Employees often ignore their 401(k)s when they change jobs, leaving valuable assets behind.
August 5
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First United Bank in Oklahoma bought a minority stake in Exencial Wealth Advisors instead of acquiring it outright to give the owners an incentive to stick around and help build the business — and to make it easier for the bank to bail if things don't work out.
August 5
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With succession plans fueling the industry’s continuing records in M&A deals, one firm is trying to address the challenge through its acquisition strategy.
August 4
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Several of Cure’s staff have allegedly resigned since the comments came to light.
August 4
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CEO Michael Farr will also become Hightower’s new chief market strategist.
August 4
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The asset manager is extending the payments to all workers who can prove they’ve gotten a COVID-19 vaccine.
August 4
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David LaValle, former chief executive officer of custom index provider Alerian, will drive the effort to convert the $25 billion Grayscale Bitcoin Trust into an exchange-traded fund.
August 4
