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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For wealthy and ultrahigh net worth clients, the advantages often prove very attractive. But the policies carry some sophisticated planning challenges and a high cost.
March 3
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A group of nine claimants said they lost millions after the UBS broker Andrew Burish recommended they place bets that Tesla shares would decline in value.
March 3
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Hugh Allen has been an innovation and agile leader in the insurance industry for 20+ years. In his current role as Principal Product Strategist at Hi Marley, Hugh brings a wide range of insurance experience with expertise in Property and Casualty claims, underwriting, lead acquisition, and customer retention. Prior to Hi Marley, Hugh led innovation at MAPFRE Insurance, customer experience at VERTI insurance, and was a licensed agent in Massachusetts. He is passionate about demonstrating and expanding Hi Marley's value within complex claims, service and sales use cases while cultivating network collaborations for our carrier partners to reduce process cycle time and increase customer satisfaction.
March 3
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Scott Weller is CTO and co-founder at EnFi, an AI-driven platform for assessing and monitoring credit risk. Previously, Scott served as the co-founder and CTO of SessionM, which was acquired by Mastercard in 2019.
March 3
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Craig Robson, founding principal and managing director of Regent Peak Wealth Advisors in Atlanta, is a Certified Divorce Financial Analyst committed to helping clients through this difficult life transition.
March 3
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