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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Rikard Bandebo is the Chief Strategy Officer and Chief Economist of VantageScore
July 29
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Shyamali Choudhury is Chief Commercial Officer atPomelo Care , the national leader in evidence-based maternity care.Shyamali was one of Pomelo's first employees, joining the company to lead its commercial strategy and execution after a career in policy, global health, and mission-driven health tech.
Before joining Pomelo, Shyamali spent nearly six years on the Business Development team at Flatiron Health, where she led new business initiatives and forged key partnerships to advance the company's work reimagining cancer care.
July 28
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Emily Dreas, who became a senior executive for the firm's New York market earlier this year, has been busy filling out the firm's leadership ranks with hires from industry rivals.
July 28
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The move could impact future studies on retirement trends, policy and aging in America.
July 28
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Is the age of "augmented intelligence" and "adaptive engagement" soon to arrive for financial advisors and wealth
July 28
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A client who passes the assets to an older generation could get them back or have them transferred to children at a step-up in basis with an "upstream" gift.
July 28
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The new law could impair young talent's ability to save for retirement, making it leaders' responsibility to act proactively.
July 28
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Martin Kleinbard is the founder of Granular Fintech LLC, which advises fintech lenders and vendors on processes and strategies. He previously helped stand up new consumer credit products and teams at American Express and Bread Finance (acquired by Alliance Data Systems in 2020) before leading the CFPB's market research in fintech topics such as BNPL and solar financing.
July 28
