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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Phone apps are being embraced by wealth managers as one of the quickest ways to communicate with end clients, leading to recent upgrades in look, feel and capability.
February 11
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The firm looked within its own ranks to fill the position.
February 11
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Stacey Riggin is a government affairs adviser and director of licensing in Mayer Brown's Washington office and a member of the consumer financial services group.
February 11
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Krista Cooley is a partner in Mayer Brown's Washington office and a member of the financial services regulatory and enforcement practice.
February 11
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Lauren Pryor is a financial services regulatory and enforcement partner and co-head of the financial institutions M&A group at Mayer Brown.
February 11
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Shantanu Vijaykumar Bhosale is head of cash product at Standard Chartered Americas.
February 11
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Tarek Elyafi is managing director of Americas Cash Management and Head of Sales at Standard Chartered.
February 11
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The changes mean smaller universes for some of Wells Fargo’s long-standing business leaders.
February 11
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Two other groups of MML Investors financial advisors have boarded what the expanded firm’s CEO calls a “big boat” under Coastal Wealth.
February 11
