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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Hashim Toussaint is general manager and division head of digital & open banking at FIS.
December 9
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The nominee for head of the Securities and Exchange Commission, Paul Atkins, will pursue a more deregulatory and crypto-friendly approach than Gary Gensler.
December 9
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A refundable tax credit would carry the same budgetary impact but boost homeownership among lower and middle-income households, a new study says.
December 9
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John Samuels is the founder and CEO of Wellworth, a national health care advisory firm based in New York.
With over two decades in senior health care leadership, he has expertise in health care operations, strategy and innovation. Previously, he held leadership roles at North Shore LIJ and Mount Sinai Beth Israel. He has been recognized for his community service, particularly during the COVID-19 pandemic, and was honored on the Forbes Next 1000 list in 2021.
December 9
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Ex-CEO Dan Arnold's deal is estimated to be worth about 15% of what he would have received had he not been fired.
December 9
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Diane Bartoli is the SVP of EdAdvisory Services at Bright Horizons and a member of the Bright Horizons Executive Committee, overseeing branded offerings EdAssist and College Coach – which leverages a range of offerings, including tuition reimbursement, student loan repayment, financial college advising and more to help employers combat employee attrition and fill critical labor gaps, while enabling employees to realize their fullest potential.
December 8
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Germaine Cota, CPA, is senior vice president of finance & accounting at BILL.
December 6
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Just before the year ends, Congress may pass the Social Security Fairness Act. Here's what's in the bill and who it's for.
December 6
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Recruiting moves, M&A deals, influxes of capital, internal rollups and business pivots are fueling the industry's race to scale.
December 6
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Wealth Enhancement Group is the second large OSJ to go separate ways from LPL, following Merit Financial Advisors
December 6
