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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Alex is the Global Product Management Lead for iManage RAVN. He has over 20 years of experience in product management and service design, including new and emerging technologies such as artificial intelligence, semantic search and linked data, as well as content management. Prior to iManage, Alex has held positions at Reed Smith LLP and LexisNexis UK.
September 30
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Leaders at FINRA, Fidelity and ACA Foreside discussed the steps they take to safely market new investment products like ETFs and cryptocurrencies on social media and other platforms while staying in compliance with advertising regulations.
September 27
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A recent UBS Investor Watch report highlights a deeply divided country in which many view the economy as the main issue this election season.
September 27
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Assets held by exchange-traded funds in the U.S. hit $10 trillion for the first time as the investor-friendly products continue their Wall Street takeover.
September 27
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Along with the big recruiting deals, Dynasty and Gries Financial Partners shook things up at the executive level.
September 27
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Between the Internal Revenue Service's final rules on minimum distributions and proposed regulations on auto enrolling for Individual Retirement Accounts, here are top retirement landscape changes to be mindful of.
September 27
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At FINRA's advertising regulation conference in Washington, D.C., leaders said they are looking at how broker-dealers are using large language models and AI translation services.
September 26
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The president of Integrated Partners reflects on how working through a misstep led to a life lesson — one that built a foundation for a solid career.
September 26
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A new ETF is attempting to carve out a slice of the $6.3 trillion in traditional money-market funds.
September 26
