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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A look at which firms had the biggest loan balances and revenue numbers and the relationship between the two.
July 10
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Larry Nisenson is the Chief Growth Officer for
Assured Allies , leading the new business initiatives for the company. Assured Allies features solutions including NeverStop, an innovative Wellness Rewards Program that's built right into your insurance policy.For more than 25 years he has held leadership roles in the insurance and financial services industry, including Chief Commercial Officer for Genworth's U.S. Life Insurance business, covering long term care, life and annuity products. The role also included oversight for CareScout's Caregiver Support Services' commercial offerings. Prior to that role, Larry held senior leadership roles Plymouth Rock Assurance Company, AXA Equitable, American General Life Companies and Allstate. Larry started his career in financial services in 1995 as a financial advisor in New York City.
Larry received his BA from Rutgers University and attended the Global Executive Leadership Program at the Tuck School of Business at Dartmouth from 2018-2019. He also serves on the Board of Directors for the Rutgers School of Design Thinking as well as the Alumni Board for Sigma Phi Epsilon and is a public advocate and speaker on the caregiving dilemma that impacts millions of people.
July 10
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Asset-Map's founder and CEO H. Adam Holt talks on the power of creating visuals for clients to see their financial lives and the firm's next steps in going holistic.
July 10
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Derek Miser is chief managing member at Miser Wealth Partners.
He is a licensed national Social Security advisor and a life and health insurance advisor. He is well-known in the financial services industry and has been featured in several publications, including Time, Forbes and USA Today.
July 10
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Michelle Drolet is CEO of
Towerwall , a pure-play cybersecurity consulting firm offering security and compliance services with clients such as Foundation Medicine, Boston College, and UMass Medical Center. Founded in 1999 in Framingham, Mass., Towerwall focuses exclusively on providing organizations with customized cybersecurity programs.Contact her at
michelled@towerwall.com or through LinkedIn athttps://www.linkedin.com/in/michelle-drolet .July 10
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Of the $156B raised by private credit funds last year, about 16% went into products claiming to target ESG goals — the most in a decade.
July 10
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An aging advisor base, continuing consolidation in M&A deals and shrinking organic growth are causing teams to consider changes, J.D. Power said.
July 10
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The arbitration award comes amid the industry's aggressive push to make sure departing wealth managers pay back money owed on recruiting loans.
July 9
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GYL Financial sees the services as a fiduciary duty to its customers alongside the industry's business incentives and compliance requirements.
July 9
