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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Cissy Williams is Senior Vice President and Chief Customer Officer for Protective Life Corporation. In her current role, she is responsible for the strategic vision of customer experience and accountable for collaborating with enterprise-wide business owners to execute on strategy. Ms. Williams oversees operations of the annuity business, life insurance administration, licensing, contracting and compensation, and claims. In 2015, she joined our organization as Protective’s first Customer Experience leader.
Prior to joining Protective, Ms. Williams served in leadership roles in the development and delivery of operational strategies at Unum. She led strategy development and planning, enabling Unum’s three companies to leverage more enterprise assets to create and sustain business value.
Ms. Williams earned a Bachelor of Arts degree from Duke University and Master of Business Administration from Wake Forest University.
June 30 -
The penalty stems from lapses tied to a March 2020 outage and allegations that the fintech firm let thousands of clients trade options that might not have been appropriate for them.
June 30
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Eliminating the benefit often used by private equity firms is one of the reforms Biden and Democrats are planning to use to help pay for the biggest social spending expansion in decades.
June 30
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Geoff Bruskin leads the recruiting practice at StangerCarlson LLC. Reach him at
geoff@stangercarlson.com or (914) 494-7358.June 30
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Andrew Tasnady shares insights from FP’s annual pay survey and how he expects the grids to shift in the future.
June 30
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Edward Al-Hussainy, senior interest rate and currency analyst at Columbia Threadneedle, will discuss the economy, inflation and the Federal Reserve.
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The wealth management firm has about $240 million assets under management and 220 clients.
June 29
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The New York-based bank is broadening its offering to financial advisors, a key source of growth in the asset-management industry.
June 29
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After hiring Kara Murphy, the wealth manager aims to roll out investment management research and modeling tools for more than 2,400 advisors.
June 29
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The near doubling of the capital gains tax rate would have a large impact on the net profit from any sale of any capital asset.
June 29
Nelson Mullins
