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.
-
Joe Toledano, head of insured solutions for Morgan Stanley's wealth division and E-Trade, tells how insurance has gone from almost an afterthought for many financial planners to something that's central to what they do.
September 8
-
Cerulli's research based on a survey of wealth and asset management firms suggest that firms have only just begun to address clients' comprehensive planning needs.
September 8
-
Al Rogers is a seasoned healthcare executive with over 20 years of experience in consumer-driven health and benefits innovation. At ECHO, Al leads the growth and strategy for Premium Payment Manager—an automated payment solution purpose-built to help brokers, TPAs, and carriers deliver ICHRAs that feel and function like traditional group plans.
September 8
-
Joel Campbell leads
TreviPay 's financial and treasury operations, financial controls, statutory accounting, financial planning and analysis, and process improvement initiatives to optimize order-to-cash with TreviPay's fully managed B2B payments platform. He has more than two decades of domestic and international financial expertise. He joined TreviPay in 2020.September 8
-
With retirement pressures mounting, Gen Xers and baby boomers are increasing IRA contributions in a bid to catch up, according to a new Fidelity study.
September 8
-
Christopher Williston is the president and CEO of the Independent Bankers Association of Texas.
September 8
-
Danielle Supkis Cheek is SVP, AI, Analytics and Assurance at
Caseware . Danielle is an 8-time 40 under 40 winner as voted by the CPA Practice Advisor and is a 5-time Most Powerful Women in Accounting by CPA Practice Advisor and AICPA.September 8
-
-
-
