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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As head of innovation works at Businessolver, a leader in SaaS-based benefits administration technology and services, Brian is responsible for launching and scaling new solutions that will make life easier for clients and members.
December 6
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As the hedge fund manager nears a deal with the MLB team, he says his role as head of Point72 Asset Management will not change.
December 6
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Like other bank-owned asset managers, the division is under pressure from new regulations such as MIFID II and a protracted shift toward passive investing.
December 6
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Medicare savings programs, discounts on prescription drugs and rental assistance are a few ways retirees can lighten their load.
December 5
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The firm has the edge in “unaided awareness”— a crucial metric in understanding a firm’s significance to the lives of potential clients.
December 5
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“I feel like I always operate in a recession” — and that’s a good thing, says Bernstein Private Wealth Management's digital chief.
December 5
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In a session at the In|Vest West conference, Rachleff revealed the digital firm’s ambitious plans to take on big banks.
December 5
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In search of new sources of revenue now that it has slashed fees on stock trades, the brokerage giant could use the influx of deposits to grow its loan portfolio and add new banking services.
December 5
