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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One recruit left an IBD to join the wirehouse.
July 9
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They left Merrill Lynch and Wells Fargo to join their new firm.
July 9
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Mass exodus from the market has forced managers to dump securities to raise cash, sending prices tumbling the most in at least four decades.
July 9
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Stephen Goldstein is Vice President, Client Experience Lead for RGAX, the transformation engine of Reinsurance Group of America, Incorporated (RGA). Stephen works closely with insurance companies in the U.S., Canada, Mexico, and South America to develop needs-based solutions.
He most recently spent four years with Prudential Assurance in Malaysia in a range of business development roles culminating with Director, PD Sales Management. Previously, he was with Prudential plc, where he first led agency operations into Eastern Europe and Ireland, and then served as Principal Auditor for the Group Head office in London. Before then, he was a wholesaler with Jackson National Life Insurance Co.
Stephen’s global experience in the insurance and financial services industries spans corporate roles in the U.S., Europe and Asia, with a focus on distribution, operations, audit, market entry, consumer financial advice, and corporate strategy. Through his consulting practice, Stephen has also helped insurtech startups with their sales and go-to-market initiatives.
Stephen’s Bachelor of Science (B.S.) degree in Business Management and Entrepreneurship from the University of Arizona includes coursework at the University’s Eller College of Management business school.
July 9
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Affluent investors are concerned about transparency, performance and value, according to a new report by Capgemini.
July 9
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Its rivals have been building out their own insurance arms in recent years and have brought on executives who can help them attract more business.
July 9
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The firm announced plans in March to acquire $200 million of its stock and has been in the market on average once every three trading days since.
July 9
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Angela Anastasakis is senior vice president of operations and customer success for Nvoicepay.
July 9
