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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Pegine Grayson , JD, CAP, is a senior vice president and director of Whittier Trust's Philanthropic Services department, leading a team of 14 in providing philanthropic advice to the company's high net worth clients and management services for their foundations and donor-advised funds.Grayson advises clients on issues such as formalizing their philanthropy, charitable giving strategies, impactful grant-making and involving the next generation in philanthropic activities. She and her team also provide turn-key, comprehensive foundation and DAF management services, shouldering all the administrative responsibilities, so clients can simply experience the joy of giving and the positive impact it has on their families.
Grayson received her law degree from the University of Southern California Law School, her chartered advisor in philanthropy designation from The American College, and her bachelor's degree from Middlebury College. She is also trained as a mediator through the Los Angeles County Bar Association.
June 13
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The Corporate Transparency Act, ostensibly meant to address scams and other crimes, has ironically opened the door to new kinds of scams directed at small-business owners.
June 13 -
"It would be irresponsible for us to ignore factors that can fundamentally impact the long-term viability of investments," said CalPERS interim Chief Investment Officer Dan Bienvenue of climate risks.
June 13
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Fidelity and Envestnet said they are relaunching a more integrated Fidelity Managed Account Xchange platform to give clients a more streamlined experience.
June 13
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Like its Wall Street rival Morgan Stanley, Citi sees a path to trillions in client assets in its workplace division.
June 12
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Peter Spiegel is the founder and CEO of Ideal Living, a company whose mission is to ensure everyone has access to affordable clean air and pure water, and a solid foundation for wellness. Peter is a pioneer in direct-to-consumer marketing and an avid wellness advocate. His innovative wellness products — that include AirDoctor, AquaTru and AromaTru — have over $3 billion in sales, and have become best sellers in major retailers, such as Walmart, Target and Costco.
June 12
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Data crunched by SmartAsset suggests some areas enjoyed the largest increases in median annual compensation. The No. 1 metro area saw a 101% hike in pay.
June 12
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Working in teams can boost productivity, make succession easier and allow advisors to move upmarket, new research suggests.
June 12
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The latest tech can boost productivity, but growth-fueling referrals depend on human interactions that make clients feel safe, smart and valued.
June 12
