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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Brian Moore leads the North American operations for
Sollers Consulting , he has more than 20 years of experience in insurance technology leading professional services teams.April 10
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Lennart Imorde is the Head of Process Automation at
Sollers Consulting specializing in implementing core insurance systems and driving automation in insurance processes through Robotic Process Automation (RPA), Business Process Management (BPM), and AI-driven solutions.April 10
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Advisors who impart the long view of market ups and downs help investors stick with the financial plan during turbulent times.
April 10
Wealth Teams Alliance -
Goldman Sachs, Bank of America, Wells Fargo and Truist are facing pressure from ISS, Glass Lewis and SOC Investment Group over their 2024 pay packages.
April 10
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Shaye-Ann Hopkins is a behavioral researcher at Duke University, where she works with design tools and interventions that enhance wellbeing. Her work focuses on designing and testing behaviorally informed solutions that support healthier financial behaviors and more resilient communities.
April 9
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Kahini Shah is a behavioral researcher at Duke University. Her work primarily focuses on leveraging insights from human behavior to design products and systems that promote financial wellbeing. She has worked on projects across the globe to help people build wealth, increase their savings, and reduce their debt.
April 9
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States can now adopt a model rule that will prevent brokers from holding themselves out to the public as "advisors" or "advisers."
April 9
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As the on-and-off-again tariffs roil markets, a guide for financial advisors who need to manage both investments and clients.
April 9
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The first wave of layoffs and others in the works will reduce enforcement. But the smaller ranks will still carry out "a rather grueling examination," an expert says.
April 9
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Michelle Bonat is the chief AI officer at AI Squared, with a history of leadership roles in AI and technology, including AI CTO at JPMorgan Chase and head of AI Innovation at Chase. She led global engineering and product initiatives at Oracle across 30 countries and founded a fintech startup. A patent holder and hands-on data scientist always experimenting with the next new innovation, Michelle also drove product leadership at three companies that were acquired including Ariba (acquired by SAP).
April 9
