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.
-
The CARES Act will play a critical role, according to Grant Thornton.
October 9
-
Which changes will become permanent? Our latest RIA Leaders ranking points the way.
October 9
-
-
-
-
Jeff McKenzie is vice president of business process automation at
Quadient . He has more than 20 years of experience helping SMBs improve their customer communications, with a focus on providing digital transformation services and technology that optimize and automate operations and enhance the customer experience. Reach him atj.mckenzie@quadient.com .October 9
-
The No. 1 IBD’s 2,500-advisor bank channel will add 285 more reps when two massive investment programs affiliate next year.
October 9
-
Lisa leads revenue generation and business development at Progyny. Lisa has spent over 25 years in the healthcare industry with the last 15 at WebMD where she was Group General Manager of the Medscape Professional Services and led sales, account management, product marketing and revenue delivery. Lisa has also held senior sales roles in the pharma and digital health space at HealthStream, Merck, and Procter & Gamble.
October 9
-
-
Maggie Marshall is the marketing manager for
FindCreditUnions.com , which is a website focused on educating millennials and Gen Zers about credit unions and wealth inequality and helping them become financially independent.October 8
