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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Properly "priming" AI models takes effort but can ultimately free up financial advisors to perform higher-value tasks.
October 24
Tucker Advisors -
Molly Minnick, RN, BSN, is a Personal Health Advocate at Health Advocate specializing in supporting working caregivers with education, resources, and emotional support. She has previously worked with Penn Palliative Home Care, Eternally, and the Rosalyn Carter Institute for Caregivers, adding to her experience helping individuals navigate advanced care planning. Minnick earned her Bachelor of Science in Nursing from Villanova University and is currently pursuing certification as a Certified Dementia Practitioner and an Aging Life Care Manager.
October 23
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Keri Robertson, D.O., is a Medical Director at Health Advocate and has more than 15 years of healthcare management experience with a strong track record of enhancing patient experiences and outcomes. Dr. Robertson trained and worked in Chicago as an emergency physician and held progressive leadership roles, which gave her insight into how a person's health is affected by their ability to navigate and advocate for themselves. At Health Advocate, she leads a team of Personal Health Advocate Nurses who educate, engage and advocate to help members take steps toward better health and well-being.
October 23
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A model of buying buildings with big carbon footprints, investing in green refurbishments and then increasing rents for higher sale prices is attracting attention of some asset managers in real estate.
October 23
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Industry watchdogs worry lenders may be hiding troubled loans and are too entagled with insurance interests.
October 23
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The Female Advisor Network merged into the Women's Leadership Alliance in an effort to join together around the groups' shared goals.
October 23
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After adding 27 advisors in the past three months, CEO Ronald Kruszewski looks at the "recruiting landscape" and likes what he sees.
October 23
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Financial Planning polled 213 respondents as a part of its Fall 2024 Election Survey and asked which election outcome would be best for the country overall. And while there were some deviations, the overall picture remained roughly the same between various races.
October 23
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Chase Tarkenton is the SVP and General Manager of boost.ai, North America. He's focused on partnership growth, helping insurance firms leverage AI technology in personalized customer experiences.
October 23
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Nikita Mistry is an associate at the law firm
BakerHostetler . She is a member of the team serving as counsel to the court-appointed trustee under the Securities Investor Protection Act for the liquidation of Bernard L. Madoff Investment Securities LLC.October 23
