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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Four months after shutting down, the fintech and some of its employees are joining SEI.
March 31
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Stephanie Duchene is a partner in Mayer Brown’s Insurance Industry Group based out of Los Angeles.
March 31
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Bruce Sherman is an adjunct professor in the Department of Public Health at the University of North Carolina, Greensboro.
March 31
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Ragu Bhargava is CEO of
Global Upside , a conglomerate of brands that service the back-office needs of domestic and multinational companies with operations in over 170 countries.March 31
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Michelle Jenkins is a partner and the department head of the solutions services group at Anglin Reichmann Armstrong, a Regional Leader in the Gulf Coast. She focuses on government contracting clients, tailoring forward pricing budget tools and helping clients improve their systems capabilities.
March 31
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The firm plans to begin offering investments in digital assets in the second quarter.
March 31
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The change will affect continuing education immediately and certification examinations starting in March 2022.
March 31
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It’s yet another revenue stream that may face pressure after the custodian spawned a race to zero commissions more than a year ago.
March 31
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Virtual training and orientation, including any licensing needed, will begin in July.
March 31
