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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Panelists said advisory firms should take urgent steps to get ahead of regulatory examinations focusing on AI use.
March 10
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There's "no free lunch investing in private assets," the research firm said in its latest study of semiliquid assets — released a week before Blue Owl permanently shut the gate of a closely watched private credit fund.
March 10
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Stan Smith is founder and CEO of
Gradient AI , a provider of customized artificial intelligence solutions for the insurance industry. The company's full-cycle management platforms help improve loss ratios and profitability by predicting underwriting and claims risks with heightened accuracy and reduce quote turnaround times and claim expenses through intelligent automation.With nearly 30 years of experience growing AI and technology organizations, Stan's leadership has resulted in proven AI solutions that yield solid financial performance for Gradient AI's customer portfolio, as well as improved treatment and outcomes for individuals.
March 10
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At Future Proof Citywide, Azish Filabi of The American College of Financial Services, outlined the need for firms to be careful with client data and stress-test their infrastructure.
March 10
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Cory McNeley is a managing director at
UHY and leader of the technology innovation service line, which provides digital strategy, technology sourcing, technology automation, digital transformation, and artificial intelligence and machine learning advisory services to strengthen and transform the office of the chief financial officer. Drawing from over 20 years of experience, his expertise spans international operations, manufacturing, defense and aerospace, retail, government and service sectors.March 10
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Jan Lynn Owen last served as the first commissioner of the California Department of Financial Protection and Innovation, or DFPI, from 2013 to 2019. Prior to that, she held the commissioner role in California for over 15 years at the Department of Corporations, Department of Financial Institutions and the Department of Business Oversight.
March 10
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The Internal Revenue Service has released its annual list of the 12 most dangerous tax scams, including a new long-term capital gains credit scam, bad advice on social media, and more.
March 10
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What are taxpayers currently asking their preparers?
March 10
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