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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Shift Technology CEO and Co-founder Jeremy Jawish became acutely aware that fraud detection was one area of the insurance industry that was ripe for disruption while working with a leading global insurance company. There, the seed was planted related to how artificial intelligence and advanced data science could be used to help insurers make better policy and claims decisions, driving positive business outcomes and greater customer satisfaction. Jawish, along with co-founders Eric Sibony and David Durrleman transformed the idea into reality and now insurers around the world trust Shift's AI-native solutions to help them solve some of their biggest challenges.
April 21
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Studies on the "buy, borrow and die" strategy and state-level taxes reveal the complexities involved with extending the Tax Cuts and Jobs Act by the end of 2025.
April 21
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The Carson Group's chief strategy officer talked about moving AI from the back to the front office, keeping the humans in the loop, solving cybersecurity concerns and where she thinks AI is headed in the industry.
April 21
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Dan Johnson is the managing director atF2 Strategy , a wealthtech management consulting company serving complex wealth advisory firms.April 21
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Max Bonici is a partner in the financial services practice at Davis Wright Tremaine LLP
April 21
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Chris Corrado is CEO, Americas for Squirro. Corrado has extensive experience in scaling companies as well as building and operating technology platforms on a global scale. Prior to joining Squirro, Corrado was CIO at CardWorks, a leading credit and payments company, where he was responsible for data, technology and digital. Before that, he was CEO at Sitehands, the world's first IT field services marketplace. He also served as chief operating officer at the London Stock Exchange Group and held CXO positions at leading financial institutions such as MSCI, Morgan Stanley, Deutsche Bank, Merrill Lynch and UBS. His background also includes scaling companies in the telecoms and e-commerce industries including Asurion, eBay and AT&T. In addition, he was an Advisory board member for Crypto.com.
April 21
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The country's only public Major League Baseball team is facing off against the Tax Code in a lonely battle over player pay that threatens to cost it millions.
April 21
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UBS and RBC lowered their payout rates for advisors on the low end of the revenue production scale.
April 21
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Market turmoil is likely to weigh on many advisors' take-home pay this year. Couple that with changes some firms have made to their compensation grids, and some advisors are in for a double whammy.
April 21
