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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Jay Lee is the Chief Technology Officer at Colonial Surety Company, spearheading the design and distribution of innovative technology. Colonial Surety, a leading direct and digital insurer, is dedicated to providing customers with a straightforward and seamless experience when purchasing insurance and bonds. The company's online platform, combined with exemplary customer service, simplifies the insurance-buying process and removes the hassle from these transactions.
June 3
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Advisors are faced with cutting-edge tech that will shape the industry, as well as questions about its reliability.
June 3
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For more than half of U.S. households, retirement isn't a finish line. It's just a different phase of the marathon.
June 3
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Sabrina Ticer-Wurr was a summer intern for Financial Planning through the Dow Jones News Fund in 2024.
She was a rising senior at Columbia University studying English Literature and East Asian Languages and Cultures. An aspiring business reporter, she was a deputy university news editor for the Columbia Daily Spectator, where she covered race/DEI and graduate schools.
June 3
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John Newcome brings extensive experience in the insurance industry and a wealth of knowledge to the clients he serves as Vice President and Senior Consultant with Kelly Benefits Strategies (KBS).
John serves clients ranging in size from 500 to 25,000 employees. He is a member of Kelly Benefits' Compliance Committee and the Kelly Benefits Technology Business Leadership Team.June 3
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The Section 121 exclusion and the step-up in basis are well known to financial advisors and tax professionals, but their clients will need to plan carefully to net the biggest potential savings.
June 3
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Once touted as safer for creditors, direct lending is starting to show some familiar risks.
June 3
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The likely more than $1 million award is the latest result from cases arguing that firms' pay policies run afoul of federal retirement law.
June 3
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The promotion comes as the latest step in the consolidation process that's been ongoing since the $15 billion firm's founding last year.
June 3
