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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Net revenue for the Private Client Group reached a new height of $2.42 billion, an 11% jump from the same quarter last year.
July 25
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Torrye Zullo is an associate in the Hunton Andrews Kurth's Insurance Coverage group in the firm's New York office. She represents commercial policyholders in a wide range of complex coverage matters, including property and business interruption claims, directors and officers liability and cyber insurance.
July 25
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Geoffrey B. Fehling is a Boston-based partner in Hunton Andrews Kurth's Insurance Coverage group. Geoff dedicates his practice to helping companies and their directors and officers maximize insurance recoveries, especially in the area of directors and officers (D&O), professional liability, and management liability insurance. He can be reached at +1 (617) 648-2806 or
gfehling@HuntonAK.com .July 25
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CFO Jim Marischen commented on the company's cash sweep policies, following industry concerns about the practice.
July 25
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By blending empathy, pragmatism, prompt action and effective communication, financial planners can have an outsized impact on clients with dementia and their families.
July 25
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Danika is a ten-year veteran of the SEO industry and is based in Boise, Idaho. Outside of work, she enjoys playing video games and podcasting about The Bachelor.
July 25
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