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 number is behind previous years, but the firm’s new head of business development says independence is more appealing amid the coronavirus.
September 21
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Michael Wilbert is chief revenue officer at
Purchasing Power , a voluntary benefit provider. He has 30 years of experience in the insurance and voluntary benefits industry.September 21
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While some industry employees are eager for the normalcy of their offices, others are more reluctant as experts predict another rise in virus cases.
September 21
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Could single premium immediate annuities be the answer to ultralow rates?
September 21
Wealth Logic -
Edward D. Warren, MBA, is business development director at Dinams. He is a sales executive with over 15 years of professional services sales, marketing and leadership experience, and has worked for Allinial Global and RSM Alliance member firms and serves on the board of the Association of Accounting Marketing. Reach him at ed@dinam.is.
September 20
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Choosing their own technology for clients was a big draw for the advisors, who affiliated with Kestra.
September 18
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Robert Jamieson is Group Chief Digital & Technology Officer at Legal & General Investment Management, within
Legal & General , a progressive UK-based global asset manager with over $1.4 trillion in assets under management. He can be reached at Robert.Jamieson@landg.comSeptember 18
