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.
-
Environmental, Social, and Governance (ESG) principles have moved from nice-to-have to business critical. Hear how Citi is facilitating and driving change.
-
Now is a crucial time to build and cement the bonds of trust between you, your clients, and your colleagues, says Kimberly Foss.
February 9
Mercer Advisors -
-
-
-
Shiva Sharif is executive director of insights & activation solutions at
Resonate. She's held previous roles with organizations including Neustar and TARGUSinfo.February 8
-
The private equity-backed firm’s deal could tack on some 900 advisors to its ranks.
February 8
-
The Silicon Valley startup left users fuming by temporarily restricting certain purchases at the height of January’s mania over GameStop.
February 8
-
Laura Anderson is a risk quantitative model validation analyst at Regions Bank.
February 8
-
David Skeel is the Chairman of the Financial Oversight and Management Board for Puerto Rico. He is the S. Samuel Arsht Professor of Corporate Law at the University of Pennsylvania Law School and the author of several books, including Debt’s Dominion: A History of Bankruptcy Law in America.
February 8
