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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While the right limited production vehicle could go sell many millions at auction, the market remains volatile.
July 23
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Financial Planning's latest continuing education quiz offers subscribers the chance to earn credit while staying on top of industry news.
July 23
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Morgan Stanley is under investigation by FINRA over how it vetted clients for money-laundering risks, adding to existing federal scrutiny of its wealth-management and trading units.
July 23
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For many family offices, the bulk of services they provide takes a backseat to one specific goal: preserving wealth for their clients' heirs.
July 23
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A new estate planning solution from Carefull, a financial services platform for seniors and their families, seeks to automatically sync important financial information for estate planning.
July 22
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Amit currently works as Vice President, Underwriting Product Management, at Reinsurance Group of America, Incorporated (RGA).
With more than 24 years of management experience in various Fortune 500 Technology & Insurance companies, Amit brings global expertise in product management, AI, and risk analytics to benefit the insurance industry.
He holds an MBA from Columbia Business School and an Engineering degree, with majors in Electronics. He also has a certification in Intellectual Property and Global Dispute Resolution from Columbia Law School. Amit also serves as a faculty at Fu Foundation School of Engineering, Columbia University, where he teaches AI and Applied Risk Analytics.
He holds multiple granted patents in the field of AI that have direct commercial applicability in underwriting and claims optimization use cases. He also serves on multiple boards, including the ITC Advisory Board.
July 22
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