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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Sachin Kulkarni is executive vice president, head of commercial & specialty insurance and MGA, Americas at Xceedance, a global leader of technology-driven business solutions for the insurance industry. He has more than 20 years of experience in technology and operations across insurance, distribution/supply chain, and other service industries. Prior to Xceedance, Sachin has held roles as global head of IT architecture at Westcon and head of IT strategy for the U.S. and Canada at Marsh.
December 18
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Brad Vopni is head of institutional at Gemini, a cryptocurrency platform. Prior to joining Gemini, he was head of digital assets at global electronic trading firm Hudson River Trading. Previously, he led Capital Markets at NextShares. He has also held senior leadership roles at NASDAQ, ultimately overseeing its U.S. Equities business.
December 18
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Diane Kennedy, CPA, is head of tax education for
Lettuce Financial , strategic tax consultant, founder of USTaxAid.com and best-selling author.December 18
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Two former advisors accuse JPMorgan of assigning them to poorer parts of Brooklyn, New York, and allowing their White male colleagues to poach their clients.
December 18
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Ran Harpaz is founder and CEO of
Lettuce Financial , an AI-powered operating system built for solopreneurs.December 18
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Ameryn Seibold was tasked with manipulating the Excel data that the subprime auto lender regularly sent to its financiers.
December 18
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Whitney Stidom is vice president of employer enablement ateHealth , a leading online health insurance marketplace that helps consumers confidently navigate their health benefit decisions.December 17
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FINRA identifies new ways firms and investors are using technology like AI to spot changes in market sentiment and asks the industry to chime in on how finfluencers and others are using social media.
December 17
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Kim Johnson is the Senior Vice President of Customer at
Hi Marley , where she leads the company's customer strategy and ensures that the carrier voice is embedded into the company's product and service offerings. With over 20 years of experience in the insurance industry, Kim has a proven track record in customer experience (CX) strategy, technology, and driving large-scale transformation initiatives. Prior to joining Hi Marley, Kim held senior leadership roles at Liberty Mutual Insurance, where she led CX strategy and managed software product development for servicing and claims. She also spent significant time at Allstate Insurance, working across Technology, Human Resources, and Claims. Kim began her career at Accenture, specializing in change management and consulting for financial services.December 17
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President Trump's signature tax law drew the most headlines, but FP covered the "T" intersection with wealth management from many angles.
December 17
