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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Daniel Gremmell is the chief data officer at Zinnia, where he oversees the implementation of data science to optimize the insurance experience at every touchpoint. Daniel led the data team at Policygenius for more than three years and previously served as vice president of data science at Plated, and head of data science at John Wiley and Sons before that. Daniel began his career in operational analytics at companies across the consumer goods, aerospace, healthcare and automotive industries, including Crane Aerospace and Volkswagen. He holds a master's degree in statistics from Rochester Institute of Technology, a master's degree in manufacturing engineering from Kettering University, and a bachelor's degree in operations management from Rutgers.
September 26
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Financial advisors can delight their newest customers by steering them away from the typical traps, deploying new strategies and using technology, experts said.
September 26
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Whether boutique, midsize, regional or national, each RIA asset level requires distinct strategies and significant sacrifices.
September 26
Dynasty Financial Partners -
The Goldman Sachs 2024 Retirement Survey & Insights Report found that while competing priorities affected workers' ability to save, having a plan in place helped clarify goals and the grit required to meet them.
September 26
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William Sweetnam is the Legislative And Technical Director at
ECFC , a non-profit organization dedicated to maintaining and expanding employee benefit programs on a tax-advantaged basis.September 25
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Top innovators at Microsoft, Salesforce, FP Alpha and more, will speak on where AI is headed in wealth management at Financial Planning's ADVISE AI conference next month.
September 25
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The latest lawsuit accuses the firm of not only failing to look out for clients' best interests but also failing to secure "reasonable returns" on money held in retirement accounts.
September 25
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Merrill and a partner firm were accused of running a complicated yield enhancement strategy, or CYES plan, of the type that has long been in regulators' crosshairs.
September 25
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Jasmine Hathaway is a co-founder of
PALS (Professionals of After Loss Services) , which brings together professionals who are passionate about filling the gap in support for families struggling to manage the administrative and logistical tasks of settling an estate while grieving the death of a loved one.PALS provides online education to teach others how to become after loss professionals, a membership, and a business affiliate program for this burgeoning community.
September 25
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The prospect of lower interest rates from the Federal Reserve helped buoy outlooks.
September 25
