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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The bevy of choices can feel overwhelming. Here’s where experts recommend advisors get started.
September 28
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Kim Muhota is Vice President in the Financial Services practice of SSA & Company. He is an executive with more than 20 years of experience in the Insurance, Private Equity, Payments, FinTech, Banking, Technology, and Business Services industries. He has demonstrated capabilities in working with C-Suite executives and line managers to drive actionable solutions rooted in deep analytics, and solving complex business challenges, and can be reached at kmuhota@ssaandco.com
September 28
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John Rodgers is COO & Managing Partner, SSA & Company. He guides day-to-day operations, sets and steers SSA & Company’s business strategy, and oversees the Financial Services, Insurance, EMEA, and Healthcare practices. John has significant financial services operating and management experience with Aetna Life & Casualty and Cigna and has multiple insurance-related designations, including CPCU, RPLU, ARM, and AIS. He can be reached at jrodgers@ssaandco.com
September 28
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David Schimel is a senior research scientist at the NASA Jet Propulsion Labratory, and is the chairman of Entelligent.
September 28
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“I would not be doing my job as somebody that is totally committed to making our Americas’ business a top competitive business for Julius Baer if I wasn’t seriously looking at a U.S. platform,” said Beatriz Sanchez, the bank’s head of the Americas.
September 28
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The executive who helped guide Goldman Sachs’ embrace of Main Street is giving up his post in a management shuffle at the consumer unit.
September 28
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The Bloomberg Barclays Global High Yield Index flipped to an annual loss this week after just seven weeks in the green.
September 28
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Tim Adams is the president and CEO of the Institute of International Finance, the global trade association for the financial services industry.
September 28
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A Korean-American entrepreneur claims James Hilbrant told her to “go back to Wuhan.”
September 25
