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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Leon Busch is chief operating officer of
WolfePak Software , a provider of ERP and automation solutions to oil and gas companies.September 25
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In the first half of the year, fewer than a third of U.S. domestic equity fund managers delivered annualized returns that outpaced the S&P Composite 1500.
September 25
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Jay Schmitt, ASA [Associate of the Society of Actuaries], is a principal of
Strategic Benefits Advisors , an independent, full-service employee benefits consulting firm that solves benefits issues for clients with 500 to 300,000-plus employees. He has more than 25 years’ experience in benefit plan administration and consulting.September 25
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Lawrence Calcano is Chairman and CEO of iCapital Network. He began working with iCapital shortly after its 2013 founding to lead key strategic and business development initiatives. Lawrence was a partner at Goldman, Sachs & Co., where he spent 17 years, most recently serving as the co-head of the Global Technology Banking Group of the Investment Banking Division.
September 25
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Malia Lazu is a lecturer at MIT Sloan Business School and founder of the Urban Labs.
September 25
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Based on the “forced experiment” of its remote periodic examinations of broker-dealers, the onsite portion “may not be necessary,” Robert Cook said.
September 24
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Dr. Kathy Snider is SVP/group leader, engage Products for CO-OP Financial Services
September 24
