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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Managing Director of the Digital Mortgage Advisory Group, Falcon Capital Advisors
April 15
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David Ehrich is co-founder and executive director of AIR, the Alliance for Innovative Regulation.
April 15
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BofA joins rival banks in setting aside billions for loan losses
April 15
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Its prediction that business conditions will remain weak this year — and into next year — stands in stark contrast to forecasts from political leaders that the economy will rebound quickly from the coronavirus pandemic.
April 14
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Ian Macartney, Senior Vice President, Head of Digital and Innovation, Argo Group US, is responsible for developing and executing Argo’s digital strategy. He has 33 years of extensive insurance industry experience, both globally and domestically, in the life and P&C markets. In many of his roles, Ian has been an effective change agent, bringing proven experience in business transformation and scaling startups into fully functional organizations. Ian’s prior roles include CEO of the highly successful Marsh insurtech subsidiary Torrent Technologies as well as having senior business and operational roles within Marsh, both in the US, and the Lloyd’s market, as well as senior leadership roles at AIG internationally and Prudential UK.
April 14
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