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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JP Nicols is managing director of Alloy Labs, a member-led consortium of banks focused on applied insights and collaboration.
February 17
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Jason Rahlan is the Global Head of Sustainability and Impact at Dayforce. He has previously held a number of roles in the public, non-profit, and private sectors. This includes time at Chobani, the Human Rights Campaign (HRC), the U.S. Department of State, and the U.S. House of Representatives. He is currently a member of the
New York Stock Exchange (NYSE) Sustainability Advisory Council as well as a board member for theCenter for Family Support (CFS) Foundation . He holds a Bachelor of Arts from American University and a Master of Science from Columbia University.February 16
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Elia Resch is director of partnerships at Digital Transformation Solutions. She is also the ecosystem acceleration lead at Cambridge SupTech Lab at Cambridge University.
February 16
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New proposals in seven states could soon subject over half of all U.S. millionaires to targeted high-earner tax rates.
February 13
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Travis Hodges serves as Managing Director of Omnichannel Sales and Services at VIU by HUB, an omnichannel personal insurance brokerage platform. In this role, Hodges is responsible for leading Contact Centers, Claims, Service, Sales, Retention, and Multiple Distribution Channels for VIU by HUB.
With experience in P&C Sales at Nationwide, Hodges helped grow a $750M portfolio that includes Personal and Commercial Lines and was leader of a multi-site, multi-functional organization with P/L responsibility.February 13
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Amid UBS advisor exits, 25-year veteran joins Morgan Stanley
February 13
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Given recent renewed interest in the medium, top enthusiasts' collections can be worth six figures. But quality generally beats quantity, and it pays to be informed about which rare pressings are most sought-after.
February 13
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Donor-advised funds should be temporary vessels, not permanent endowments. Here's how financial advisors can keep them from becoming philanthropic dead ends.
February 13
Building Impact Partners -
Rich Guerrini said the bank plans to expand its advisor ranks by about 50% as it targets mass affluent and other new clients with personalized branch-based service.
February 12
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The positive association between the largest certification in the planning profession and key client outcomes is adding to a growing field of research on the value of advice.
February 12
