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 industry watchdog continues its recently adopted practice of giving firms monthslong advance warning of its examination priorities before the start of the new year.
October 22
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Pierre du Rostu has been CEO of the AXA Digital Commercial Platform since June 2022. In this role, he leads a team dedicated to delivering innovative global solutions to AXA's B2B customers. AXA Digital Commercial Platform's ambition is to support businesses beyond traditional insurance contracts, using technology to help them better manage a very complex risk environment.
Pierre started his career in consulting in 2011 before joining the AXA Group in 2015, where he first held several senior positions in Commercial P&C. He then joined AXA XL as Head of Integration before taking on the role of Chief Operating Officer - International P&C and then Global Head of Innovation & Business Architecture at AXA XL.
October 22
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The loose term for collections of planners getting together based on any number of shared characteristics or goals can take many forms and provide a lot of value.
October 22
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A recent survey of 280 financial advisors from the online estate platform Trust & Will found that while almost all believed in encouraging estate plans, many had yet to develop their own.
October 22
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The Internal Revenue Service issued its annual inflation adjustments for tax year 2025, including changes in the standard deduction, marginal rates, tax credits and more.
October 22
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Joep Leussink is the head of growth at
AddEvent , a San Francisco-based software company creating calendar, appointment and event management solutions that empower over 250,000 companies globally to enhance their event and appointment management and engagement. As a partner to accounting firms and small-practice CPAs across the U.S., he and AddEvent advise clients on issues related to client engagement, deadline management and documentation workflows on a regular basis.October 22
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AI can extract key insights from meeting transcripts, emails and files and other sources across a firm's entire book of business.
October 22
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Pam identifies client goals and objectives, understands service requirements, and engages the appropriate people and resources to create an exceptional standard of client satisfaction. She works closely with internal functional teams to maximize communications of client needs and ensures all deliverables are attained as promised.
October 21
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The appointment comes less than a month after the former company head, Dan Arnold, was fired for failing to maintain a respectful workplace.
October 21
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The Federal Open Market Committee is expected to cut interest rates at its September meeting, which will also provide a new Summary of Economic Projections. Marvin Loh, senior macro strategist at State Street Global Markets, examine the meeting, the SEP and Fed Chair Powell's press conference.
