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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“Financial advisors typically don’t speak athletes’ language, so athletes and entertainers gravitate toward those people who do,” said former Chicago Bears defensive end Adewale Ogunleye.
November 23
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The hurdles faced by Black professionals who break into the financial services belie the notion that their small numbers at the industry’s top ranks are a pipeline problem.
November 23
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Jason Osborne is North America segment leader, banking and capital markets at Genpact.
November 20
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Existing regulations that protect investors and deliver clarity to the industry must be preserved by the incoming administration, writes Financial Services Institute CEO Dale Brown.
November 20
Financial Services Institute -
Scott Kirksey has been a part of the BenefitMall family for more than 20 years and currently serves as the organization’s Chief Executive Officer. Kirksey assumed the role of CEO in January 2018 and is responsible for leading the development of the company’s long-term and short- term strategies.
November 20
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Troynica Green is a risk quantitative model validation analyst and emerging talent program recruiting lead at Regions Bank.
November 20
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Disclosing such information is rare in wealth management, but long overdue, says Andy Sieg.
November 19
