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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The firm, run by Big Short protagonist Greg Lippmann, may make sustainability the linchpin of its CLO business after completing its first deal that complies.
February 20
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The all-stock takeover adds E-Trade’s $360 billion of client assets to Morgan Stanley’s $2.7 trillion.
February 20
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Ananda Radhakrishnan is vice president of bank derivatives policy at the American Bankers Association. Before joining the ABA, he worked in private practice and in government, including 12 years in senior positions at the CFTC, including as director of the division of clearing and risk.
February 19
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Brett Manwaring is a managing director in K2 Intelligence’s regulatory compliance practice.
February 19
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Austen Jensen is senior vice president of government affairs for the Retail Industry Leaders Association.
February 19
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Michelle Goodsir is a managing director in K2 Intelligence’s regulatory compliance practice.
February 19
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Thomas Bock is an executive managing director and leader of K2 Intelligence’s regulatory compliance practice.
February 19
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Mary Ann Scully is chairman and chief executive of Howard Bank, Baltimore’s largest independently owned bank.
February 19
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Michael Ewing is vice chairman and chief executive of Oak View National Bank in Warrenton, Va.
February 19
