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.
-
Fostering a culture that attracts and advances women in the STEM fields is one more way that E-Trade has been a pioneer in the industry.
February 24
-
Hulya is passionate about turning ideas into data products. She enjoys developing high performing teams, mentoring data scientists, and working in cross functional teams. Her background is in Operations Research and she loves building analytical solutions that combine machine learning and optimization routines. In her career she has always had the luxury of working very close to technology and loves working on challenges around scaling up analytics methods in distributed computing environments.
February 24
-
The expansion is likely to come at the end of 2020 or early next year, and will focus initially on higher-net-worth customers.
February 22
-
“The advice I give is to calculate the financial impact for each option,” an expert says.
February 21
-
Luiz Guimaraes is Latin American sub working group chair at OSPT Alliance.
February 21
-
-
-
-
-
