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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Rep. Denver Riggleman is a freshman congressman representing the 5th District of Virginia who serves on the House Financial Services Committee. He is a former CEO of a Department of Defense contracting company and the co-owner of Silverback Distillery in Afton, Va.
February 20
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Luanne Cundiff is president and CEO of First State Bank of St. Charles in Missouri.
February 20
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Maryann Kennedy is the senior deputy comptroller for large-bank supervision at the Office of the Comptroller of the Currency. She is a member of the OCC’s executive committee and oversees the nation’s largest, most complex banks that, when combined, hold more than $10 trillion in total consolidated assets. She began her regulatory career at the OCC in 1991. Ms. Kennedy is a mother of four and a grandmother of six.
February 20
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A recent sale-tax hike in the country and the impact of the coronavirus have driven the yen to it's biggest two-day drop since 2017.
February 20
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The acquisition is the latest demonstration of firms merging banking, wealth management and digital services to meet clients' every financial need.
February 20
