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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They give advisors an opening into deeper conversations with clients, while their clients can express the larger vision behind their hopes for the future.
January 27
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Citi also announced it had hired Christian Zeinler from UBS to be the head of strategy for Citi Wealth and head of business execution for the private bank.
January 27
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The ever-changing landscape of artificial intelligence promises new innovations for financial advisors, but it also brings fresh ethical concerns.
January 27
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The IRS kicked off tax season facing a hiring freeze imposed by President Trump in an executive order and uncertainty over $20 billion in budget cuts.
January 27
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With over a decade of experience in IT, digital transformation and program management, Kristy Lovegrove currently leads as Group Head of Technology at Pro Global, a role she has held since December 2020. Her expertise spans cloud-based project delivery, hybrid cloud transformations, FCA-compliant rollouts, and advanced data solutions including robotic process automation and full application transformation.
January 25
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Alex Astengo is UK country manager for Root and has significant experience working for SaaS platform-based businesses, which offer solutions to insurers, MGAs and brokers. In his role at Root, Alex is developing Root's UK presence with the aim of becoming the go-to platform for insurance businesses intent on growing their digital offering.
January 25
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As a subscriber to Financial-Planning.com, you can earn up to 12 hours of CE credit from the CFP Board and the Investments & Wealth Institute.
January 24
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Mazi Bahadori is the chief operations officer at Altruist.
A seasoned veteran in financial technology, he previously served as the CCO and director of operations for Aspiration. Prior to this, he worked for PIMCO as VP of Legal and Compliance, for Morgan Stanley as a financial advisor and for Goldman Sachs as a government affairs associate.
January 24
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Last year saw the biggest U.S. bank break its own record for profitability.
January 24
