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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Paul Stanley FCII is CEO of 360Globalnet. He has founded and chartered five successful businesses, all improving insurance through technology. A former winner of the UK Claims Manager of the Year he now leads a multi award-winning international business across Europe, the U.S. and Australia focussing on digital claims platform technology.
May 12
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The IRS is extending the claims period for health care flexible spending arrangements and dependent care assistance programs and enabling taxpayers to make mid-year changes to their accounts.
May 12
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The firm allegedly provided some clients with misleading information about which charges they were actually paying for.
May 12
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Finding the revenue to make up for the shortfall remains a “manageable exercise,” regardless of the as-yet unknown impact of the coronavirus, a Boston College economist says.
May 12
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Withdrawals this year have equaled almost half of last year’s inflows, leaving Pimco with net outflows of $46.8 billion in the first quarter.
May 12
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“This is all about having the flexibility and having multiple options for our investors,” says GSAM’s head of ETF strategy.
May 12
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The IRS is giving taxpayers who want to receive their payments by direct deposit a tight deadline.
May 12
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Though IRA conversions during a market correction may enable some clients to save on their taxes, the strategy is not recommended for everyone.
May 12
