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.
- Wealth Think Building diversity into your tech ecosystem needs to be a priority, not an afterthought
Study after study shows that diverse teams lead to better outcomes. Here's how you can cast a wider net with fintech vendors.
June 2
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Jonathan Matus is the CEO of Zendrive, a mission-driven company making roads safer with data and AI. Zendrive has the largest driving dataset in the world – more than 180 billion miles of data – and publishes industry-leading research on dangerous driving to raise awareness and improve driving behavior. In addition to measuring driving risk factors like speeding, distracted driving, and stop sign violations, the company partners with leading insurance providers and mobile carriers to provide safer driving solutions that save lives. Prior to Zendrive, Jonathan spent six years at Facebook and Google, where he worked on mobile and speech recognition projects. As one of Google’s early Android team members, he led the product marketing team in catapulting Android from industry newcomer to best-selling mobile platform within 18 months. He graduated cum laude from Harvard University with an Honors thesis on Artificial Intelligence.
June 1
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Attitudes toward technology and pricing can make a difference when it comes to adopting financial tools.
June 1
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Michael DeLong works for CFA’s Campaign for Fair Auto Insurance as the Research and Advocacy Associate. He conducts research on auto insurance and advocates for better, fairer, and more affordable practices that will protect consumers.
June 1
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Douglas Heller is an insurance expert for the Consumer Federation of America (CFA). During two decades of work on public policy and regulatory matters related to property-casualty insurance, Heller has authored op-eds, articles, and reports on auto insurance pricing in the United States, overseen regulatory challenges to insurance company rates and practices, and provided expertise in insurance-related litigation.
June 1
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So far, customers haven’t shown the same enthusiasm for their debuts as they have for their favorite meme stocks.
June 1
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John Quick was founding CEO of New Directions Behavioral Health, a founder, member and now executive director for the National Behavioral Consortium
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With class actions up for appeal and a daunting process facing some ex-servicemembers, the Biden administration faces tests of its commitment to equality.
June 1
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A research and methodology company with a star-studded board launched the product with an eye toward advisors, retail clients and institutional investors.
June 1
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Cryptocurrency exchanges, many of which aren't based in the U.S., don't require any registration or account information, writes Alexis Leondis.
June 1
