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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Mathieu Beauchesne is Head of Life and Health Insurance at GFT Canada, where he works with leading insurance carriers to transform their operating models into new digital and AI-powered architectures. He has more than a decade of experience in IT consulting in the insurance space, specializing in business architecture, IT strategy development and business analytics.
November 4
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The election on Tuesday will have far-reaching economic consequences, ranging from how Americans are taxed to how the country trades with the world.
November 4
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Sales were mostly flat until 2020. Over the past four years though, they've nearly doubled.
November 1
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An industry survey of 200 compliance officers showed that a mere 12% of respondents currently using AI said they also adopted an AI risk management framework; experts said advisory firms need an AI governance plan ASAP.
November 1
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Eric Boughner is the chairman of BNY Pennsylvania and regional president of BNY Wealth.
He oversees all client, employee and community activities in Pennsylvania and leads BNY Wealth across the Midwest. He has worked across the financial service industry and joined BNY in 2008 as a portfolio manager in the in the private equity group.
November 1
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Cinda Collins alleged before a FINRA arbitration panel that RBC fired her in late 2019 in an attempt to "steal much of her book of business without compensating her for it."
November 1
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Lewis Rinaudo Cohen is the co-chair of the digital assets and emerging technology practice group at Cahill Gordon & Reindel LLP, known as CahillNXT, which focuses on the use of blockchain, crypto assets and tokenization across all aspects of capital markets and all areas of economic activity. Lewis is a frequent public speaker on the topic of blockchain and the financial markets, and has been included for many years as a "Band 1" practitioner by leading independent firm Chambers and Partners USA.
November 1
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Jason Rozovsky is head of legal at Interop Labs, the initial developer of the Axelar network, the Web3 interoperability platform. Jason has worked in the blockchain space for nearly a decade, having previously been global legal lead for blockchain at Accenture and assistant general counsel at R3, an enterprise blockchain company.
November 1
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The middle and later stages may have less potential for astronomical returns but still offer advantages for high net worth investors, experts tell FP.
November 1
