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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The pace of natural disasters seems to be accelerating, prompting taxpayers and preparers to search for ways to deduct catastrophic losses.
February 19
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Steve Johnson is the co-founder and head of product for
insured.io . He has over two decades of experience in the insurance industry, working in multiple development and underwriting roles with P&C lines insurance companies.February 19
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Zachary Decker is a master of accounting student at the
University of Northern Iowa and serves as a sergeant in the Iowa National Guard. He served as the president of the accounting clubs at the University of Northern Iowa and Des Moines Area Community College and held positions as Treasurer of the University of Northern Iowa's Veterans Association and Global Business Club. He recently accepted a position to start his accounting career at PwC in Austin, Texas.February 19
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Up from $26 million in 2023, Jane Fraser's compensation last year saw the largest increase so far among heads of big U.S. banks.
February 19
