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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Democrat Joe Biden is expected to name his SEC chairman pick in the coming weeks.
November 16
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Funds tracking telemedicine, gaming and even pet care attracted $2.5 billion in November alone, according to Bloomberg data.
November 16
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The benefit is becoming more popular now that it can be offered and managed digitally.
November 16
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Carrie Augustine, CPA, is senior industry principal at Oracle NetSuite.
November 14
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The more out-of-left-field the change, the more profound the lesson learned, our columnist has found in the corporate and individual practice realms.
November 13
Wealth Logic -
Jenn Kischell serves as vice president of Workforce Engagement, a unit within MetLife’s Financial Wellness and Engagement organization. With more than 25 years of experience, Kischell works with internal and external partners and customers to provide key enrollment communications and financial literacy. She is responsible for ensuring an understanding of the market, responding to customer demands, and supporting an infrastructure to drive successful sales and engagement with group customers and their employees.
November 13
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Former CEO John Stumpf agreed to pay a $2.5 million penalty to settle civil charges tied to the bank’s fake-accounts scandal. Former community bank head Carrie Tolstedt did not agree to a settlement and is now facing a lawsuit that alleges she committed fraud.
November 13
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Rob Levy is vice president of research and measurement at the Financial Health Network, where he leads the research and thought leadership practice.
November 13
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The former U.S. attorney for the Southern District of New York was also once a top aide to Senate Minority Leader Chuck Schumer.
November 13
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Ryan McMahon leads Cambridge Mobile Telematics' Insurance and Government Affairs group, which works with partners around the globe to deliver results from their connected insurance programs. Ryan is passionate about technological innovation in the insurance industry. Before CMT, he worked in claims, product, corporate, and field marketing for both personal and commercial lines carriers. Ryan spent five years at Plymouth Rock Assurance where he ran the “More Than Just Insurance” platform and worked on a team to introduce the first of it’s kind telematics based rewards program to the U.S.
November 12
