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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Professional athletes, who may have struggled financially for years, often suddenly come into large sums of money once they achieve their dreams. That's where a financial advisor can help — especially one who is a former athlete.
September 5
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Industry leaders will show exactly how advisors can better use the data they have to charge up AI tools at Financial Planning's upcoming conference, ADVISE AI.
September 5
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A 37-year insurance industry veteran and a leader in the cyber insurance field,
Keith Savino is the National Cyber Practice Leader withPCF Insurance Services , as well as a Principal and Managing Partner withBroadfield Insurance . Keith is an active member with various organizations, including a member of the Leaders Council for theAssociation of User Group Information Exchange (AUGIE), past President for theNational Association of Professional Insurance Agents , former Board of Director forACORD , former Chair for NetVU, Advisory Board member forCertificial , former Advisory Board for IVANs, plus many other organizations.September 5
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Peter McMurtrie is a partner of the insurance practice for West Monroe, a global business and technology consulting firm. Peter has C-suite experience across a variety of insurance disciplines including sales, marketing, claims, customer interactions, and subsidiary oversight—including extensive interaction with and presentations to boards of directors. His three decades of experience covers all types of insurance—from core product lines of personal and commercial Insurance to ancillary lines like accident and health, pet, travel, and medical stop loss products. Peter joined West Monroe from Nationwide Insurance, where he was president of Property & Casualty Commercial Insurance.
September 5
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The private equity-backed firm's acquisition of Levy Wealth, with its more than $1 billion under management, falls in line with the trends driving industry consolidation.
September 5
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Lawranne Stewart is the former assistant chief counsel for the House Financial Services Committee
September 5
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Planners could play a crucial role in identifying the signs of forced labor or sexual coercion and supporting victims — with the right training, an expert said.
September 5
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The increase would "ensure that the wealthy and big corporations pay their fair share" at a level that also "rewards investment in America's innovators, founders and small businesses," Harris said.
September 5
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These eight firms are using AI and technology to build stronger connections with clients and build business at scale.
September 5
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His first exchange-traded fund — the Research Affiliates Deletions ETF — will look to buy companies that were recently deleted from major indexes.
September 5
