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.
-
Berkshire still holds almost 962 million shares, the filing shows — worth $39.5 billion at Monday's closing price.
August 1
-
Firms' practice of offering low returns on clients' uninvested cash is becoming the latest hot legal target.
August 1
-
Dr. Leslie Braksick—executive, entrepreneur, CEO coach, board member, and author—co-leads MyNextSeason to support companies and individuals during important transitions across the career continuum—and ensure they happen well. Leslie draws on decades of expertise as an advisor to senior corporate leaders, bringing deep understanding to the complexity of professional season transitions. She co-founded MyNextSeason, a first-to-market company, to help individuals realize joy, purpose, and their greatest success as they live into their next seasons.
July 31
-
Decisions granting a stay during industry lawsuits challenging the regulation point to a high bar of judicial scrutiny.
July 31
-
A recent YouGov survey said 60% of Americans consider integrity the most important factor in their selection process.
July 31
-
Tom Rasmussen's career spans two decades in the insurance industry, including critical aspects of claims management, digital transformation, and leadership. Before his current role as VP, Product - Claims at Carpe Data, Tom played a pivotal role at GEICO, serving as the director of digital casualty and first party medical. In this role, Tom led significant nationwide initiatives in bodily injury and first party medical, showcasing a keen ability to drive digital transformation within the insurance sector. Tom's career also includes a long-standing tenure at Progressive Insurance, where he held several key positions such as the manager of claims process, overseeing important aspects of coverage, liability, injury, and total loss.
July 31
-
Firms like BlackRock and Invesco are among those signaling they want to offer access to private markets via ETFs.
July 31
-
Catherine Joly the vice president and head of sustainable futures North America at Capgemini Invent.
July 31
-
Avi Tuschman is the founder & CIO of Pinpoint Predictive, a Stanford StartX and VC-backed insurtech company. Tuschman is an expert on the science underlying human political orientation and individual variation in behavioral propensities. His research has been covered in peer-reviewed and mainstream media from 25 countries including the New York Times, the Atlantic, MSNBC, Spain's El País, Israel's The Marker, and Brazil's Veja Magazine.
July 31
-
Wells Fargo joins Morgan Stanley, Merrill and Ameriprise in facing questions over its handling of clients' uninvested cash.
July 31
