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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Ron Stewart is president and CEO of
PRGX , which helps companies get more value out of their source-to-pay data.August 26
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Alyse Reiser Comiter is managing director and wealth strategist at Cresset in West Palm Beach, Florida. Follow her on Twitter at @arcomiter.
August 26
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Liz Ahmed is executive vice president, people and communications and corporate social responsibility at Unum. She was named a 2020 Paradigm for Parity Woman on the Rise and has been a driving force behind Unum’s ongoing commitment to be a best place to work for women.
August 26
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Pressing the bank for examples of non-solicitation violations, the judge cut off JPMorgan’s attorney: “you are dancing all around my question.”
August 25
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The group includes an advisor who started his career at Merrill in 1977.
August 25
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More than half of these funds have fees higher than 75 basis points.
August 25
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Will Lopez is head of the accountant community at
Gusto , which makes payroll and benefits software for small business customers.August 25
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This follows another August acquisition — an ex-UBS team that managed $1 billion in assets.
August 25
