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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Independent firms are going beyond traditional wirehouse compensation packages to promote collective partnership and reward incoming teams.
December 20
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As CEO of Asurion Europe, Gavin Miller is leading the expansion of the global tech care company in the region. Miller started his career at global customer experience company Sitel (now Foundever) before moving on to C-suite roles supporting rapid growth and acquisition in a range of businesses, including the largest telephone fundraising specialist in the U.K., a commercial contact center business and a provider of debt management services. December 20
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As Congress remains gridlocked, state legislatures are writing laws that force banks to report scams to the police. But the banks are pushing back.
December 20
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These strategies are more than just smart tax moves; they're powerful tools for reshaping financial outcomes.
December 20
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Jefferies was among a group of firms cited by the SEC in its recent sweeping investigations into illegal "off channel" communications.
December 19
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The optional standard mileage rate for automobiles driven for business will increase 3 cents next year.
December 19
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Donald Trump has promised lax regulation of cryptocurrencies, and in a month he'll be president. Should investors buy in?
December 19
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Regulators accused UBS of not doing enough to monitor 22 brokers who generated commissions and sales concessions of syndicate preferred stocks.
December 19
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Andrew Wynn, co-founder and co-CEO of Ascend, has been at the forefront of empowering insurance companies through cutting-edge, profit-enhancing technology. With over a decade of experience in technology and insurance industries, Andrew has developed a keen insight into the challenges faced by insurance professionals.
Andrew started Sheltr, acquired by Hippo, a homeowner's coverage insurtech. During his time there, he witnessed firsthand the inefficient and outdated payment and accounting workflows that exist within insurance. With this experience, he founded Ascend with his co-founder, Praveen Chekuri.
December 19
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ESG and like investments have come under fire, but a US SIF report seems to see some positivity in the sector despite concerns about greenwashing and greenhushing.
December 19
