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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Tech innovators from Morningstar, CogniCor and others share their experiences using AI and advice on how to get optimal returns as advisors experiment with different types of AI tools.
July 23
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After prospects become customers, planners have many questions. Here's a look at a somewhat painful yet pivotal phase of the relationship.
July 23
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As a former Claims Executive, CIO and Head of Innovation, Stephanie has built a career focused on understanding the business pain points of insurance carriers and implementing right-fit technology that improves adjuster and agent efficiency while ensuring policyholder experiences are modern, simple and lovable. Stephanie has experience leading major claims-based digital transformation initiatives, has successfully managed large-scale Guidewire implementations and regularly worked with carriers to architect multi-year claims technology roadmaps designed to reduce expenses without sacrificing the customer experience. Her ability to balance business outcomes with a human-centered design approach has enabled her to partner with insurance executives as they consider how to further streamline communication and collaboration efforts across the insurance ecosystem to drive efficiencies.
July 23
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Cade Thompson is co-president and chief growth officer of
Rocktop , a solutions-as-a-service company.July 23
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The SEC has approved the first U.S. exchange-traded funds investing directly in ether, the world's second-largest cryptocurrency.
July 23
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Cost segregation could reap real real tax advantages when it comes to IRA-to-Roth IRA conversions — but advisors must know if the pricey initial study makes it cost effective.
July 23
Miser Wealth Partners -
Josh Jones is Chief Revenue Officer at
Kapitus , one of the most reliable and respected names in small business financing. With over 15 years of experience, Josh has a specialization in building brands and has a proven track record of successfully establishing, reorganizing, and scaling businesses within FinTech. Kapitus provides growth capital to small businesses and has provided over $6 billion to over 50,000 small businesses since 2006.July 23
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Portfolio managers are shifting to platforms that offer an all-in-one, single point of entry for making different portfolio transactions. Cerulli reports the trend is picking up steam.
July 22
