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.
-
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
-
-
Under the new law, issuers with more than $50 billion in stablecoins outstanding would be required to submit audited annual financial statements.
August 6
-
-
-
Social media and other digital technologies have fundamentally altered the process and, experts say, often distract financial advisors from the most successful methods.
August 5
-
A proposed "model rule" would give state regulators laws they could adopt to bring their marketing regulations for investment advisors in line with the SEC's.
August 5
-
Druti Banerjee is a storyteller at heart following the precision of research with the art of words. Druti, a content writer for The Insight Partners, combines creative flair with in-depth research to create words that bewitch. She approaches every piece she does with an academic yet approachable perspective, having a background in English Literature and Journalism.
Beyond the screen, Druti is a passionate art enthusiast whose love of creativity is rooted in the creations of great artists such as Vincent Van Gogh. An avid reader, dancer, and ever-ready to pen down thoughts, always up for binge-watching and chai on repeat. Preacher of the following vision by Vincent Van Gogh, "What is done in love, is done well", draws inspiration from the realms of art, history, and storytelling to bring to life via writing the rich hues of culture and the complexity of human expression. The aim is to capture the nuance of the human experience—one carefully chosen word at a time.August 5
-
David DeLeon is the North America fraud and financial crime lead in Accenture's finance risk compliance practice.
August 5
-
Being a financial advisor with ADHD comes with challenges. But it can also lead to positive change.
August 5
