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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Dr. Arindam Samanta leads property underwriting product management efforts in the areas of weather and natural hazards, including FireLine, Verisk’s wildfire risk management tool for the insurance industry, and a range of other property risk assessment tools related to hail, wind, and lightning. Additionally, he supports ISO’s personal lines product innovation pipeline and agenda.
Dr. Samanta did his academic and research work at the Indian Institute of Technology (IIT), Caltech, and Boston University. National and international news media—including the BBC, as well as Nature and Science magazines—have highlighted his research. He has contributed to articles and been quoted by trade journals such as Insurance Journal, Business Insurance, CLM Magazine,PropertyCasualty360,Risk & Insurance, and Canadian Underwriter. He has also received Verisk’s highest award: the Verisk Citizenship Award.
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The service offered information on how to elect to apply an overpayment on 2020 taxes against Q1 2021 estimated taxes, which are still due on April 15.
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Financial advisor Jacqueline Campbel led a diversity program at her old firm and has ambitious expansion goals for her new one after 25 years in the industry.
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The former CFTC chair is expected to face intense pressure from progressive Democrats in his new role, many of whom want him to promptly toughen oversight.
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The largest U.S. cryptocurrency exchange, is set to debut through a direct listing.
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Former employee alleges financial-wellness guru’s firm selectively enforced “Christian” rules forbidding extramarital sex for staffers.
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Non fungible tokens aren’t vaporware, nor are they tulips — they’re blockchain’s promise, realized, writes Gregg Schoenberg.
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Wescott Capital -
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After a month of failed attempts to recover the cash, a Louisiana woman was arrested on charges of bank fraud, theft and illegal transmission of monetary funds.
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