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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Alyssa Place is the editor-in-chief of Employee Benefit News and has been with the team since 2019. Her work covers mental health, DEI, women at work, financial wellness, retirement and workplace culture. She was previously a video producer at Yahoo Finance with a focus on personal finance and career development, and has also worked for ABC World News with David Muir and ABC 20/20. Her writing has appeared on amNew York, The Daily Beast, Yahoo Finance, Huffington Post and ABCNews.com. Alyssa graduated with a bachelor's degree in journalism and sociology from New York University.
November 11
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With careful planning, they can be among the 72% of U.S. students to get need-based assistance.
November 11
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Sixty-six SEC whistleblowers were awarded $387 million for a “job well done,” according to the commission's whistleblower attorney Stephen Kohn.
November 11
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The new hires came at the expense of Merrill Lynch and Wells Fargo.
November 11
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Pipan Wilson is a client liaison in the absence management center and customer experience center at Unum, and also serves as chair of Unum’s veterans employee resource group. She can be reached at PWilson@unum.com.
November 11
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The hiring marks Charlie Scharf’s first major leadership appointment since he took over the embattled bank last month.
November 11
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The full balance won't belong to them until they are fully vested in their plans — especially if they're receiving an employer match.
November 8
