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.
-
As Chief Product Officer of OpenLegacy, Zeev defines the roadmap for OpenLegacy’s Microservice-based API Integration & Digital Transformation, aligns software features to the market and brings the software to the market. He recently authored a book about microservices,
The Art Of The API: How to Accelerate Delivery of Digital Innovations from Legacy Insurance Systems .www.openlegacy.com May 20 -
From the Midwest to mid-Atlantic, here's a look at 12 housing markets where first-time homebuyers find the most affordability, according to NerdWallet.
May 20
-
The changes follow new leadership of the bank’s recently unified wealth management operations.
May 20
-
-
-
The Internal Revenue Service issued its annual inflation adjustment Wednesday for health savings accounts for 2021, at a time when many taxpayers are worried about their health in the midst of the novel coronavirus pandemic.
May 20
-
“Just because someone’s charging 1% doesn’t mean you should take them off your list,” an expert says.
May 20
-
Plunging oil prices have all but ruled out the possibility, according to a new report.
May 20
-
-
Both pieces of legislation have caused sweeping changes to retirement planning and wealth management.
May 20
The TOLI Center East
