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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Mark Rieder serves as Head of Innovation at NFP, where he has spent over 15 years driving strategic technology and benefits administration solutions. With three decades of experience in the insurance and employee benefits industry, Mark's expertise spans the full lifecycle of insurance and benefits delivery, positioning him as a trusted advisor in navigating the evolving landscape of insurance advisory and benefits administration. He helped launch NFP's Innovation efforts, authored multiple articles and white papers, regularly speaks at industry events, and sits on a number of HRTech/Insurtech advisory boards.
December 6
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Researchers found that potentially traumatic childhood experiences, including physical abuse and parental separation, have lasting financial consequences, shaping workers' savings and retirement security decades later.
December 5
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Prediction markets like Kalshi and Polymarket, growing in popularity, allow users to essentially bet on nearly everything. If your clients have questions, here's what experts say you should tell them.
December 5
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Alphonso David is a civil rights attorney and the president and CEO of the Global Black Economic Forum.
December 5
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Henry Robert Gleckler IV's dispute with JPMorgan over his alleged solicitation of his former clients now heads for a resolution before a FINRA arbitration panel.
December 5
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Also, Cresset extends its reach in Texas, Janney recruits from Wells Fargo and Ameriprise, Merrill draws from Wells Fargo and Mercer acquires a $1B firm.
December 4
