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.
-
John Toman is co-founder and chief product officer of
Pivot Payables , a fintech company delivering corporate financial operations solutions. With a history of developing accounts payable automation and business to business payment solutions, Toman is a pioneer in applying AI, blockchain and virtual credit cards to improve financial operations. He writes about all things AP in his blog, "The Payables Guy."November 14
-
Austin Aten, ACAS, is head of cyber pricing at Coalition, where he leads the actuarial pricing team and is responsible for designing and optimizing data-driven pricing strategies and models. Collaborating closely with Coalition's in-house, industry-leading security experts, Austin and his team have successfully crafted comprehensive cyber pricing solutions, ensuring continued effectiveness in today's ever-changing risk landscape. Before joining Coalition, Austin worked at Great American Insurance Group within the Corporate Actuarial Division. Austin has spent over 10 years in the P&C insurance industry. He graduated from the University of Cincinnati with a bachelor's degree in mathematics, statistics, and actuarial sciences.
November 14
-
There's financial outlay and risk, but the rewards of investing in a well-run, growth-minded advisory firm can be huge.
November 14
Abacus Wealth Partners -
A new partnership with the tech firm Carta will position Morgan Stanley at Work to manage stock-compensation plans for more than 2,000 private companies that are moving toward IPOs.
November 13
-
Former financial advisors accused the firm of filing false disclosures about a template invoice their onetime employer claimed they sent to clients.
November 13
-
In 2025, premiums for Medicare Part B will grow twice as fast as Social Security benefits — and those premiums are deducted straight from the checks.
November 13
-
Matt Darula is head of product and digital offerings for Guardian Life Insurance's employee benefits business, responsible for the design, development, and deployment of new offerings, inclusive of traditional insurance products, well-being programs, and digital capabilities.
November 13
-
-
A recent Social Capital Markets report found that 71% of social media financial advice is misleading.
November 13
-
