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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Austin Maloney is a partner in Hunton Andrews Kurth's mergers & acquisitions group in the Richmond office.
February 14
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Following a 47% increase in earnings, Ted Pick is credited for his firm's "outstanding performance" in his first year at the helm.
February 14
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Kerry Ryan, CPWA, is senior director of financial services industry marketing at
Seismic . She leads marketing for asset management, wealth, banking, insurance and industry ecosystem providers at Seismic. Previously, she has held roles at Salesforce, Citi, Legg Mason and other companies.February 14
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Critics including President Trump are ramping up the pressure on large corporations to drop their programs. But others doubted the firms' sincerity all along.
February 13
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Alec Miloslavsky has more than 20 years of experience in technology and entrepreneurial leadership. Prior to EIS, he co-founded Exigen Services (now Return on Intelligence), a company that has grown to revenues exceeding $70 million. Earlier in his career, Alec co-founded Genesys Telecommunications Laboratories and served as CTO from its inception where he helped lead the company to its successful initial public offering and subsequent sale to Alcatel for $1.9 billion in 1999. Following the acquisition, he played a key role with the integration of Genesys into the Alcatel organization.
February 13
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Financial planners don't need to be real estate experts to provide meaningful guidance to home-selling clients while demonstrating the value of holistic advice.
February 13
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As Globant's Chief Operations Officer, Patricia is responsible for sustainably growing the company's operations, and enabling it to execute its strategy with maximum value for clients and stakeholders. She also focuses on turning strategy into actionable targets for growth, helping to implement organization-wide goal setting and performance management. She is an advocate for having more women in management positions and recognizing the gender gap in the tech industry, for this reason, she has actively participated in Globant's Women that Build program.
February 12
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A series of proposals by the Competency Standards Commission could allow up to 10 continuing education (CE) hours to be earned through pro bono service at a ratio of three hours of pro bono service per one hour of CE.
February 12
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