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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Citi CEO Fraser announces the end of the diversity, equity and inclusion initiatives it had started a mere three years before.
February 26
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Matt Polak is the CEO of Picnic, a digital privacy and cybersecurity company at the intersection of personal data exposure and enterprise risk. He received an MBA from the UCLA Anderson School of Management and a BA in International Affairs from James Madison University.
February 26
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In an annual report, Bank of America removed "aspirational" diversity goals and replaced the word "diversity" with "talent" and "opportunity," citing new laws and executive orders.
February 26
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U.S. District Judge Susan Brnovich found Ameriprise failed to furnish evidence that data taken by a recently recruited advisory team was going to be used to solicit their clients to LPL.
February 26
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Zora Law is a senior actuary with the Los Angeles office of Milliman. Zora has extensive reserving and analytical capabilities and specializes in serving technology and sharing economy clients, as well as commercial and personal lines.
February 26
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Nickolas is a principal at Oliver Wyman's Los Angeles Property and Casualty Actuarial Practice, helping clients innovate and navigate the complexities of the insurance landscape. Specializing in pricing and risk quantification, he is an expert in insurance ratemaking, predictive modeling, and regulatory matters. Nickolas applies deep subject matter expertise to emerging risks, including transformative technologies, climate change, and Insurtechs. With a strong background in mathematics and computer science, he seamlessly connects analytical insights with practical business applications. He thrives at the intersection of math, technology, and people, delivering efficient, creative solutions tailored to business needs and regulatory requirements.
February 26
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Dr. Paul Pallath is vice president of applied AI at
Searce . He is a distinguished executive leader in the world of digital, data and artificial intelligence with a career spanning over three decades. Throughout his career, he has worked with a diverse range of companies, from startups to Fortune 500 organizations, and has gained extensive experience in developing and implementing AI solutions that drive business growth and innovation.February 26
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An expert from CFP Board shares why women often experience setbacks in saving, and how younger generations can break this trend.
February 26
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The Great Wealth Transfer is on the horizon, but most advisors say they have only limited interactions with the children of clients.
February 25
