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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Adam Turmakhan is the CEO and COO of TurmaFinTech, a Florida-based fintech startup that offers customer data platforms for community banks and credit unions.
August 7
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The expansion of the Qualified Small Business Stock program in the One Big Beautiful Bill Act makes a powerful tax-saving strategy even more enticing.
August 7
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But the new rules for deductions, capital-gains exclusions and estate planning merit a lot of strategic discussions for financial advisors and entrepreneurial clients.
August 7
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Ron Schneider is director, corporate governance services for
Donnelley Financial Solutions (DFIN) . He is responsible for providing thought leadership on emerging corporate governance, proxy, sustainability and other disclosure issues. During his career, he has managed more than 1,600 proxy solicitations, 200 tender or exchange offers, and 30 proxy contests, with his proxy fight clients succeeding in over 70% of such situations. His prior experience includes three years at investor relations agency The Financial Relations Board, three years at AST Phoenix Advisors, and nine years at BNY Mellon. Earlier in his career, he held increasingly senior positions at major proxy solicitation firms Morrow & Co., D.F. King, and Georgeson & Co., where he served on its first board of directors.August 7
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Niche smart, market human and outsource wisely: insights for financial advisors looking to grow, from the Morningstar Investment Conference.
August 7
Impact Communications -
Jason brings over 20 years of health care industry experience, with a track record of building successful organizations and delivering innovation. Prior to Sidecar Health, Jason had various executive roles at Centene Corporation, which covers 25 million Americans. Jason graduated from Washington University Olin School of Business with concentrations in Finance, Accounting, and German. He enjoys travel with his family and is working to lower his golf handicap and improve his offshore fishing knowledge.
August 6
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Bottles and casks from sought-after brands and years can be worth big money, but fraud and market bubbles can make for a highly volatile market.
August 6
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Many retirees mistakenly believe Medicare will cover all their medical costs, but new Fidelity research reveals that even without long-term care, routine health care expenses can add up to tens of thousands of dollars.
August 6
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One study uncovered interesting findings on market saturation, while another shed light on the regional trends shaping M&A deals.
August 6
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Faheem Shakeel,
Damco Solutions ' VP for Insurance, is a veteran of insurance technology strategy. He has been instrumental in developing proprietary, homegrown products that cater to diverse customer needs. Shakeel has played a pivotal role in leveraging AI to build advanced solutions that enhance process automation, streamline workflows, and optimize operations in the complex and ever-evolving insurance landscape. His strategic vision and technological acumen continue to drive innovation, enabling insurers to stay ahead in a competitive market.August 6
