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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Talks had focused on plans to attract $15 billion of assets under management, mostly from wealthy Latin Americans, according to people familiar with the matter.
June 26
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Ulises I. Orozco is co-founder of PTO Genius, an HR Tech platform helping businesses reimagining paid time off as an asset that employees can instantly convert into cash and use to fund vacations, pay down student loans, contribute to retirement, invest in college savings or use for emergency expenses.
June 26
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Jason Heller is president of Persado, a digital marketing company. He formerly was a partner and global lead of digital marketing operations and technology at McKinsey & Co.
June 26
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As much as $16 trillion of global wealth may be wiped away this year as a result of volatility and economic fallout from the pandemic.
June 25
