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.
-
Industry veterans have warned that packaging the loans into funds that are easily accessible could pose a risk to retail investors unfamiliar with collateralized loan obligations.
September 10
-
-
-
The free lunches are over. Sort of.
September 9
-
Threats to the program are multiplying and the coronavirus pandemic is accelerating a reckoning, according to a new analysis.
September 9
-
Despite some impressive short-term gains, more than half underperformed their peers over the decade.
September 9
-
Steven L. Skancke, Ph.D., is chief economic adviser at Keel Point and a former White House and Treasury Department staff member.
September 9
-
Jeff is responsible for leading Simply Business's U.S. insurance product function, with a focus on advancing the company's mission of closing the coverage gap for small businesses through innovation and a customer-centric approach.
With nearly two decades of leadership experience, Jeff has a proven track record of developing and scaling digital insurance solutions at industry-leading companies, including Liberty Mutual, Plymouth Rock Assurance and Lemonade.
Throughout his career, he has specialized in leveraging technology to simplify complex coverage decisions and deliver robust, data-driven insurance products. An entrepreneur at heart, Jeff co-founded Sagewell Financial, a fintech company designed to help retirees navigate complex financial landscapes. This firsthand experience as a business owner provides him with a unique perspective on the challenges faced by the customers Simply Business serves.
September 9
-
“Americans are relying on Social Security more than ever during this pandemic,” House Ways and Means Social Security subcommittee chairman John B. Larson wrote.
September 9
-
Lisa Tepley is the Total Rewards Manager of Slumberland Furniture, headquartered in Oakdale, Minnesota. She’s known for designing successful rewards strategies that cultivate a terrific employee experience and attract top talent.
September 9
