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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Marc Huffman is the CEO of
BlackLine , a provider of automation solutions for finance and accounting.May 19
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One of the new co-heads of consumer and community banking to succeed co-President Gordon Smith "is likely the ultimate next CEO of JPMorgan,” an analyst says.
May 19
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During first quarter earnings last month, the bank said that it would take a $300 million restructuring charge related to the cuts in the second quarter.
May 19
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Faster connections increase the potential for automation-based technologies, including autonomous vehicles and industrial robots.
May 19
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Jeanne Hardy is the CEO and founder of Creative Business Inc., a New York City-based business services and financial advisory firm that specializes in serving elite entrepreneurs and growing small businesses across the full spectrum of creative industries.
May 19
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The Connecticut Democrat has introduced comprehensive legislation in each Congress since 2014. What are its prospects in this session?
May 19
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Sung Won Sohn is a professor of finance and economics at Loyola Marymount University. He has also served as president and CEO of Hanmi Financial Corporation, a commercial bank based in Los Angeles.
May 19
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Michelle joined Global X in 2018 as a Portfolio Strategist for the Model Portfolio team. She contributes to investment management, due diligence, portfolio administration and research. She holds a CFA.
May 18
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Jon joined Global X in 2017 as CIO. He helps to shape the firm’s market outlook, leads the construction of model portfolios, crafts the firm’s investment strategy, and contributes to the development of ETF products.
May 18
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Ellen Rose, a Senior Director at Treliant, is a seasoned financial services professional with executive experience in all facets of commercial and residential mortgage banking. Ellen has over 30 years of industry experience in directing originations, secondary marketing, servicing, support and vendor activities.
May 18
