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.
-
-
Small-cap funds may be an attractive element of a diversified portfolio, but you wouldn't necessarily know that looking at the data from this year.
August 20
-
Steve Durbin is Chief Executive of the
Information Security Forum , an independent association dedicated to investigating, clarifying, and resolving key issues in information security and risk management by developing best practice methodologies, processes, and solutions that meet the business needs of its members. ISF membership comprises the Fortune 500 and Forbes 2000. LinkedIn:https://www.linkedin.com/in/stevedurbin/ August 20
-
The new rule comes after advisors had expressed concerns about personal safety and data privacy.
August 20
-
These 12 independent wealth management firms are setting a higher bar than their peers, but they and the industry still have a very long way to go.
August 20
-
Robb Lanham is the chief sales officer for HUB International, focusing specifically on the Private Client practice.
He is responsible for the personal insurance growth initiatives across North America and has developed strategic planning for new client acquisition for individuals, as well as for national and international wealth management firms.
August 20
-
With over 25 years of dynamic leadership, Jagadish Kundu has been at the forefront of revolutionizing the insurance and financial services industry. From building domain solutions to driving digital transformation, his visionary approach has reshaped the landscape. Jagadish's achievements include pioneering the establishment of an insurance delivery center, managing a P&L and advising CXOs while leading a 2000-strong IT delivery team. As the global head, Jagadish has previously overseen a strategic business unit focused on implementation of COTS products in insurance & retirements industry and managed a $220 million USD global P&L. His expertise spans product development, product implementation, leveraging cutting-edge technologies like GenAI and data analytics.
August 20
-
Jennifer Fredericks is president of Women in Public Finance. Jennifer leads municipal bond and public finance discussions on fixed-income data and analytics provider, SOLVE.
August 20
-
Workers are less satisfied with their job and looking for other opportunities.
August 20
-
Christopher Joles is the chief credit risk officer at Planet Home Lending
August 20
