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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As Research Director of Aite Group’s Retail Banking & Payments practice, Julie Conroy covers fraud, data security, and anti-money laundering issues. She has more than a decade of hands-on product management experience working with financial institutions, payments processors, and risk management companies, including a number of years leading the product team at Early Warning Services. Julie is often quoted in numerous media outlets, including The Wall Street Journal, U.S News and World Report, American Banker, and the New York Times.� Julie is fluent in Spanish and holds an M.A. in International Policy from the Monterey Institute of International Studies and a B.A. in Business Administration from the Michigan State University Honors College.�
April 8
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They're following other firms that are delaying, shortening or going virtual as efforts to slow the crisis leave employees working from home.
April 8
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If the price declines enough, it can breach a barrier where the investor starts suffering one-for-one losses all the way to zero.
April 8
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Colleen Bruce, JD, is the health policy advisor for the National Alliance of Healthcare Purchaser Coalitions.
April 8
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Risk managers must be especially vigilant about the bets their traders are making to profit from current market dislocations brought on by the coronavirus.
April 8
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AgencyBloc is the #1 agency recommended management system for life and health insurance agencies that helps you grow your business with an industry-specific CRM, commissions processing, and integrated business and sales automation.
April 8 -
Jaime Weisberg is senior campaign analyst at the Association for Neighborhood & Housing Development.
April 8
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Jess Van Tol is the president and CEO of the National Community Reinvestment Coalition.
April 8
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With clients at home in pajamas, It’s time to go virtual.
April 7
FiComm Partners - Charity, free advisor services and more: How the industry is stepping up in the coronavirus outbreak
Organizations and firms are donating N95 masks, providing resources at no cost and taking steps to protect employees and practices nationwide from the spreading pandemic.
April 7
