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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Industry groups see the new AML requirements as unnecessarily redundant and burdensome on small firms.
August 29
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Planners trying to help clients steer clear of momentary panic by investing for the long term will find instructive episodes that often involve sports.
August 29
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Leading wealthtech innovator Brian McLaughlin said he's stepping down as president of Orion Advisor Tech next month.
August 29
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Karen Buck is executive vice president and chief administrative officer of EagleBank. Her most recent roles include executive vice president — director of operations/contact center at Flagstar Bank in Michigan and executive vice president — commercial, retail/payment operations at TD Bank. Ms. Buck earned a Bachelor of Science with a concentration in finance and Spanish from La Salle University in Philadelphia. She has been recognized by South Jersey Biz Magazine as one of the 25 Women to Watch, NJBIZ Journal as one of the Best 50 Women in Business, the American Banker Most Powerful Women Team Award and Crain's Detroit 100 Most Influential Women.
August 29
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Atty Bruggemann, Esq. is a partner at
Dimopoulos Bruggemann P.C. , a matrimonial and family law firm based in Westchester County, New York that specializes in high-net-worth divorces.August 29
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Nuno Matos, once a contender to be chief executive, is leaving after nine years at the firm.
August 29
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Brian O'Connell is an analyst at
insuranceQuotes.com , which publishes in-depth studies, data and analysis related to auto, home, health, life and business insurance. In his role as analyst, Brian studies the insurance industry in order to provide trusted tips, advice and insights. A former Wall Street trader, he is the author of the books "CNBC's Creating Wealth" and "The Career Survival Guide." His commentary appears regularly on major media platforms like Fox Business, U.S. News, The Motley Fool, TheStreet.com and many others.August 29
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Brandi Hodor is a senior analytic advisor with
Merative . She brings over two and a half decades of healthcare strategic planning and a demonstrated history of leveraging a consultative approach to identify solutions and devise highly customized strategies to transform the healthcare industry. She is an industry expert in integrating psychographic segmentation and socio-demographic data. She oversees a cross-functional team that can deliver analytics with a commitment to innovative solutions in traditional and value-based care arrangements.August 28 -
Ned Davis Research analysis predicts the Federal Reserve will cut interest rates by 25 basis points at each of the remaining meetings this year, starting in September.
August 28
