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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The move is the latest salvo in an escalating tax policy duel between Harris and Trump, with high stakes for the American economy.
September 3
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AssetLink is using AI and machine learning to better analyze data on clients and match them with the right advisors.
September 3
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How do financial advisors work with elder law attorneys or aging life care managers to support your clients?
September 3
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A big August will be followed by the uncertainty of the Fed's actions, a presidential election and other factors.
September 3
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The Internal Revenue Service is ramping up its scrutiny of large partnerships, leveraging increased funding under the Inflation Reduction Act of 2022.
September 3
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Tax professionals are calling for changes to the proposal, even though they welcome clarifications they have been waiting on for decades.
September 3
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Lawyers note the kinds of grievances the firm allegedly withheld are what potential clients look at when choosing advisors.
September 3
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Alex is the Principal Industry Strategist at
Hi Marley . He drives innovative use cases for omnichannel customer conversations across the insurance lifecycle. Before Hi Marley, Alex spent a decade with Liberty Mutual, where he was VP of Customer Experience. There, he led experience design, retention tactics, and omnichannel service strategy for the company's direct and independent agent channels. Alex also spent six years in Management Consulting, where he worked with companies across the globe on customer loyalty and growth strategy.September 3
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Ingo Weinem leads EPAM's European insurance vertical, partnering with top clients to enhance and expand their businesses.
With more than 35 years of experience in the financial services sector and the insurance industry, Mr. Weinem's expertise spans software engineering, financial planning, omnichannel digitalization and transformation strategies, innovation and organizational change management.
Throughout his professional career, he has held various management positions in the banking, financial markets and insurance industry for software solution providers, including Luxoft, Pactera, Capgemini, Cognizant and IBM.
September 3
