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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Jason brings over 20 years of health care industry experience, with a track record of building successful organizations and delivering innovation. Prior to Sidecar Health, Jason had various executive roles at Centene Corporation, which covers 25 million Americans. Jason graduated from Washington University Olin School of Business with concentrations in Finance, Accounting, and German. He enjoys travel with his family and is working to lower his golf handicap and improve his offshore fishing knowledge.
August 6 -
Bottles and casks from sought-after brands and years can be worth big money, but fraud and market bubbles can make for a highly volatile market.
August 6 -
Many retirees mistakenly believe Medicare will cover all their medical costs, but new Fidelity research reveals that even without long-term care, routine health care expenses can add up to tens of thousands of dollars.
August 6 -
One study uncovered interesting findings on market saturation, while another shed light on the regional trends shaping M&A deals.
August 6 -
Faheem Shakeel,
Damco Solutions ' VP for Insurance, is a veteran of insurance technology strategy. He has been instrumental in developing proprietary, homegrown products that cater to diverse customer needs. Shakeel has played a pivotal role in leveraging AI to build advanced solutions that enhance process automation, streamline workflows, and optimize operations in the complex and ever-evolving insurance landscape. His strategic vision and technological acumen continue to drive innovation, enabling insurers to stay ahead in a competitive market.August 6 -
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Under the new law, issuers with more than $50 billion in stablecoins outstanding would be required to submit audited annual financial statements.
August 6 -
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Social media and other digital technologies have fundamentally altered the process and, experts say, often distract financial advisors from the most successful methods.
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