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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Belen Tokarski is the president and COO ofMylo , an insurtech that connects business owners and individuals with top-rated insurance products from carriers for business, auto, home, life and more through their award-winning technology platform The Mind of Mylo™. Tokarski is a recognized leader and pioneer in the insurtech industry with 25+ years of experience and was previously president of platform solutions for Insureon and VP of automation strategy and agency solutions at CNA Insurance.June 25
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David A. Perez is a tax strategist and the CEO of Tax Maverick AI. After filing over 50,000 tax returns, today he leads a successful eight-figure company and a team of experts around the world who are dedicated to making advanced tax strategies available to everyone.June 25
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Kevin Warsh set the table for change. Marvin Loh, managing director at State Street, discusses the FOMC meeting and Warsh's press conference.
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Financial advisors can avoid a conversation mismatch by focusing less on what they do, and more on what clients care about.
June 25
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In sessions at last week's Morningstar conference, Dimensional Chairman David Booth, "Unreasonable Hospitality" author Will Guidara and behavioral finance experts shared tips on how financial advisors can provide valuable coaching to clients.
June 24
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The head of client segments in Morgan Stanley's wealth division acknowledges AI could one day be the primary source of financial advice for mass affluent clients. Morgan Stanley advisors working with wealthier investors will have to up their games.
June 24
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For the truly rich, artificial intelligence can't compete with human advisors in handling many of their needs, according to a report from HSBC Holdings.
June 24
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The Carefull tool integrated into Edward Jones accounts aggregates client accounts and monitors for fraud or mistakes.
June 24
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