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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Manish Dave, who has been with the firm for 18 years, oversaw a headcount that was formidable but stagnant in recent years.
October 3
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Robert Walde is a Senior Software Engineering Manager at Clearwater Analytics, bringing over 30 years of experience in software and platform technologies. In his current role as Senior Software Development Manager, he leads two software development teams focused on Regulatory and Accounting technology platforms.
October 3
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Sabrina Wilson is a Global Regulatory Policy Expert, and serves as a subject matter expert for regulatory filings at Clearwater Analytics. In this role, she works with internal teams for the ongoing enhancement of NAIC reports. Sabrina has over 20 years' of statutory accounting and reporting experience and uses her background to communicate industry best practices and comment on regulatory guidance and procedures.
October 3
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After helping to lead a crackdown on the cryptocurrency industry and Wall Street's use of off-channel communications, Gurbir Grewal is leaving the SEC.
October 3
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Steve A. Rosenthal, CEO of Triton Benefits & HR Solutions stands as one of the most widely recognized leaders in the employee benefits and human resource industry. With a career marked by visionary leadership and groundbreaking innovation, Steve has consistently been at the forefront of HR and employee benefits solutions, shaping the way businesses manage their most valuable assets — people.
October 2
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Industry experts and analysts take comfort in the firm's choice of Rich Steinmeier as interim CEO and say they see little reason to expect serious disruption.
October 2
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According to a recent Cerulli study, more than half of retired 401(k) participants say Social Security is their primary source of income. At the same time, only 6% of millennials predict they will rely on those funds when they finish their careers.
October 2
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The technology could change the way many financial advisors interact with their clients, but that evolution will come with important questions, an expert says.
October 2
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Mark Tabak is a health care visionary and investor with over 30 years of experience as past chairman and CEO of MultiPlan and a number of other firms in the health care sector.
He regularly advises CEOs and health care ventures and funds on industry analyses and trends. He is an investor and partner in his beloved New York Yankees.
October 2
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Planners Carolyn McClanahan and Dana Anspach discuss how the client expenses work for their advisory practices as more firms rethink their approach.
October 2
