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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Long associated with catering to the wealthiest clients, Morgan is also astute enough to see which way the winds are blowing for the industry.
February 21
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Tom Groenfeldt is a freelance reporter who focuses largely on finance and technology. He was founding editor of Windows in Financial Services which covered Microsoft technologies in banking, insurance, and securities. His work now appears at Forbes.com, the Global Association for Risk Professionals (GARP) newsletter, in Chicago Life and in Banking Technology in London.
He occasionally writes about art, photography and local businesses for publications in Wisconsin, where he lives. He has also participated in several one-man and group photography shows.
February 21
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The wirehouse has big reasons to pursue the deal, but the online brokerage's 225 independent advisor firms are not among them.
February 21
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The RIA’s revenues blow past $1 billion, but industry observers note fierce competition among rival buyers.
February 20
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Seniors choosing between traditional and Roth IRAs must account for their current and future tax rates.
February 20
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Dan Davis serves as Director, IoT and Emerging Markets for Insurance. Dan has been with LexisNexis Risk Solutions since 2016, where he leads the creation of the value proposition, strategy and positioning for the LexisNexis IoT platform across Life, Home and Commercial. His insurance experience includes leadership roles in claims, business development and strategic technology initiatives in the P&C market. Dan has also served LexisNexis through strategic partnership management in the emerging markets and software platform space. Dan has a bachelor’s degree in Business from Louisiana State University.
February 20 -
David Fanger is a senior vice president in the financial institutions group at Moody's Investors Service.
February 20
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Quyen Truong is a partner at Stroock & Stroock & Lavan LLP, with decades of expertise in consumer protection, privacy and digital innovation. She's previously held senior roles at the CFPB (assistant director and deputy general counsel), the FDIC, a deputy at the FSOC and a FCC's associate bureau chief. Truong helps organizations confronting a rapidly evolving environment interpret, influence and comply with the law, through all phases of federal and state regulation, supervision and enforcement.
February 20
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