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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Mike Santomassimo is succeeding John Shrewsberry, who has held the role for the past six years.
July 21
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Randy Johnston is a shareholder in
K2 Enterprises LLC and owner ofNetwork Management Group Inc. Reach him at (620) 664-6000 orrandyj@nmgi.com . William Thompson, CPA, RPLU, is president ofCPA Mutual , a provider of professional liability insurance for CPA firms and consultant on risk management regarding professional services, employees and data security. Reach him atbthompson@cpamutual.com .
July 21
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The $217 billion alternative asset manager reported its biggest loss as a public company in the first quarter.
July 21
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Financial practitioner Aaron Brown takes a look at the logic behind modern day 401(k) plans.
July 21
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Hugh Burgess is the Founder and CEO of Vindati, an insurtech MGA. Vindati puts the power in the hands of the broker, offering the ability to quote, issue and pay for coverage instantly using leading technology, integrated data and analytic tools. Brokers serving small to medium sized businesses or providing larger volumes of specific specialized product can instantly quote and bind Contractors Equipment, Builder’s Risk, Farm/Ranchowners, and Motor Truck Cargo packages, as well as other related offerings, at
vindati.com .July 20
