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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Trump and his advisors have floated plans — on immigration, trade, taxes and the Federal Reserve — that could significantly alter the current calculus.
May 31
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Lynn Gallin is the Vice President of Product Marketing at Rightworks, where she leads the strategy and execution of marketing initiatives to deliver innovative solutions for accounting professionals.
Prior to joining Rightworks, Lynn advised numerous leading companies on product strategy and managed extensive marketing research projects focused on branding, positioning, pricing, and communication effectiveness. She has over 20 years of experience in the B2B tech industry, including serving as Vice President of Corporate Partnership Marketing at Southern New Hampshire University in addition to marketing leadership positions at Skillsoft and Newforma. Lynn also successfully ran a market research consulting practice, advising high-tech companies like Microsoft, Yahoo!, and Autodesk.
May 30
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Cindy Dash is the senior vice president and general manager for Broadridge's Retirement and Workplace division.
Prior to that she was the COO of Matrix, where she successfully led the integration into Broadridge. Prior to her role as COO of Matrix, Dash was general counsel for that firm for more than 10 years.
May 30
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Prospective affluent clients told Cerulli they exhibit common forms of distraction from an objective view of investing. Here's how wealth managers can help.
May 30
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The more frequently companies report their earnings, the less likely investors are to make knee-jerk investment decisions, according to recent research.
May 30
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Mike G. Silver is a partner with the law firm Husch Blackwell. He served as senior counsel to the Consumer Financial Protection Bureau for more than 12 years.
May 30
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Hiroko Washiyama is an expert consultant, Insurance Research Office, Nomura Research Institute (NRI). With a decade of experience in business planning and research within the Japanese insurance industry, Hiroko specializes in strategic planning and creating new businesses and services.
May 30
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Brian Mulconrey is Sureify's SVP of Customer Success. He was previously an officer at two Fortune 500 insurers.May 30
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Dustin Yoder is the founder and CEO of Sureify, Inc., a software as a service (SaaS) company whose mission is to modernize the life insurance and annuity industry by helping companies service, engage, and sell to their customers with one enterprise product suite.May 30
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The Toronto-based bank's U.S. subsidiary has taken in $15 billion in asset inflows in the past two years.
May 30
