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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Wendy Herndon is second vice president of Product Launch and Adoption at Aflac. With more than 20 years of experience in this field, she is responsible for providing the overall strategy for all product-related launch, promotional and educational activities.
May 10
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As benefits analytics consultant, Mr. Austin is responsible for developing leading-edge analytic methodologies embedded within the Artemis reporting system. Mr. Austin also performs analyses and supports clients in the implementation of their integrated health, attendance and disability management programs.
Mr. Austin has over thirty years experience in the healthcare industry with the majority of the time focusing on Health and Productivity Management. Mr. Austin has previously worked at other data warehouse organizations (Nuna, OptumHealth and IBM Watson Health) providing similar client insights and product support. He also has experience working in benefits administration for two large employers in California: Pacific Gas & Electric (Senior Manager – Workforce Health) and Pacific Bell (Director – Health and Productivity).
Mr. Austin holds an MBA and Sloan Certificate in Hospital and Health Care Administration both from Cornell University and a BA in Psychology from the University of California at Berkeley.
May 10
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The current arrangement is anti-fiduciary and could put a drag on the wealth management boom, writes Kevin Armstrong.
May 9
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Of the 50 biggest metro areas in the U.S., these were the lowest ranked for advisor pay, a study shows.
May 7
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Ma. Contesa Pagulayan is a Program Specialist, Social Impact at Atlassian focusing on Remote Teams Engagement (prior to the pandemic!) and Engagement Data. Tesa is currently based in Manila. Outside of Atlassian, she is currently pursuing her graduate studies in Indigenous Psychology, focusing on Philippine Psychology at the University of the Philippines. She's been with Atlassian for four years now, spending two years within the Recruitment and People teams before moving to her current role.
May 7
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Peter Rasmussen, MD, is Chief Clinical Officer, The Clinic by Cleveland Clinic, and Professor of Neurosurgery, Department of Neurosurgery, Cleveland Clinic and Cleveland Clinic Lerner College of Medicine, Case Western Reserve University. Dr. Rasmussen received his bachelor of science in biochemistry from the University of Wisconsin, Madison, in 1987. He earned his medical degree from the University of Wisconsin Medical School in 1991. Dr. Rasmussen is a past-President of the Society of Neurointerventional Surgery where he played a leading role on the national stage in continuing society initiatives to resource, train and support veteran and new practitioners in an area of medicine that is transforming treatment approaches to neurovascular conditions.
May 7
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Christoph Dankert is the senior vice president of Provider Partnerships at Carrum Health.
May 7 -
Advisors and clients at Bank of America's brokerage can now collaboratively create multiple accounts across the firm simultaneously.
May 7
