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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A Roth conversion “not only to minimize heirs’ tax burden but also to sustain the growth of [their] retirement savings."
February 13
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Arleas Upton Kea is deputy to the chairman and chief operating officer at the Federal Deposit Insurance Corp.
February 13
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Other global health threats, such as SARS, did not have long-term impact on stocks. COVID-19 might be another matter.
February 13
CJPA Global Advisors -
Kate Laminack is a model risk management and validation analyst II at Regions Bank. The opinions expressed in this article are statements of the author’s opinion, are intended only for informational purposes, and are not formal opinions of, nor binding on Regions Bank, its parent company, Regions Financial Corp. and their subsidiaries, and any representation to the contrary is expressly disclaimed.
February 13
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Tessa Breslin is managing director, Americas at YSC Consulting, an independent consultancy that helps organizations understand if they have the leadership needed to achieve their future strategies. Breslin specializes in individual assessment along with development and coaching of high-potential leaders, especially women.
February 13
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Paolo Sironi is an author on economics, finance and technology. He is elected member of IBM Industry Academy and mentors top managers on business model transformation in the digital era.
February 13
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The sweeping retirement legislation, called the Secure Act, is gaining plenty of headlines. One revision is being overlooked.
February 13
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Sri Gowd is senior director of North American deposits at Nomis Solutions, where he is responsible for managing all aspects of consulting, project delivery, advisory services and ongoing support for several of the top retail banks in the U.S. and Canada. Previously, Gowd served as director of global consulting at Fractal Analytics, where he managed a team of analytic and business resources focused on solving key strategic problems for financial services firms.
February 13
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Andy Rachleff is co-founder and CEO of Wealthfront, a next-gen banking service for millennials. He is also the chairman of the University of Pennsylvania endowment and teaches a course on entrepreneurship at Stanford's Graduate School of Business.
February 13
