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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The bank says an announcement on how far the current 51-cent payout would drop is expected in mid-July.
June 30
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The industry outranked asset classes including private equity and venture capital, which have historically ranked higher in a Credit Suisse survey.
June 30
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The number of pending sales dropped annually in 17 of the top 35 metro areas, data show.
June 30
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Scott has been with Allianz for more than 24 years previously holding positions in Claims (forensic engineer and practice group leader), in Underwriting (Director of Catastrophe Management), in the Risk Office responsible for Corporate Catastrophe Management & Operational Risk, and in Risk Services. In these roles, Scott has sponsored and promoted the concept of using expertise and knowledge based insights to help improve the foundation and information on which organizations base analysis and financial decisions.
Before Allianz, Scott practiced as an environmental engineer at a national environmental engineering company for more than 6 years focused on design and implementation of pollution cleanup remedies for a variety of industrial clients.
He holds a Bachelor’s of Science degree in Agricultural Engineering and a Master’s of Engineering degree in Civil and Environmental Engineering from California Polytechnic State University, San Luis Obispo, California. Mr. Steinmetz is a registered professional engineer (P.E.) in the State of California.
June 30
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The regional BD is drawing advisors from coast to coast — even in states where the coronavirus is on the upswing.
June 30
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Lester J. Morales is founder and CEO of Next Impact, as well as creator of the transparent health benefits movement.
June 30
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The firm had a target of joining the "$1 trillion club." Instead, clients withdrew more than $157 billion from its 2017 merger to the end of last year.
June 30
