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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James Standard, Jr. is a partner at
Taylor English Duma LLP , who handles a variety of business transactions, including mergers and acquisitions, stock purchases, asset purchases and other buy-sell transactions. He represents both businesses and individuals in a variety of commercial transactions, including lending agreements, lease agreements and employment agreements. He can be reached atjstandard@taylorenglish.com .August 20
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Lorrie Wohlfeil is the chief operating officer of Lending Solutions Consulting.
August 20 -
Paul Livak is a director in PwC’s Insurance practice who focuses on digitizing operations and improving distribution management for US and global P&C, life, annuity, health & group benefits carriers. He has 20 years of experience helping carriers realign their distribution strategies, operating models, and technology investments with the capabilities essential to winning in the marketplace.
August 20
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The project includes moving large customer deposits out of its Swiss entity into the bank’s main UBS legal unit, people familiar with the matter say.
August 20
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Kevin Au is a senior director, product marketing at Bill.com. He brings more than 15 years of experience working in the high-tech, financial services and payments industries focused on product marketing, product innovation, and corporate strategy. He previously worked at companies such as Intuit, LinkedIn, PayPal and Deloitte. Au holds a MBA from Northwestern University – Kellogg School of Management and a BASc in Computer Engineering from University of Waterloo.
August 20
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It’s the latest dramatic twist in the story of USO, which was at the center of the storm as crude prices plunged earlier this year.
August 20
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Successful entrepreneurs see themselves in advisors who show creativity, resourcefulness and guts during this tough time — and they’ll remember.
August 20
Mercer Advisors -
Seventy-seven percent of advisors report they have lost business as a result of not having the appropriate digital tools to interact with clients, according to a new report.
August 19
