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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As Congress battles over shutdowns, Social Security's staff has dwindled to its smallest size in decades. For retirees, that means longer wait times and delayed benefits — but advisors can help.
May 3
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Scott Grushoff is the senior vice president of broker partnerships at Transunion.
May 3
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Citizens has been on a recruiting and acquisition tear in recent years. Tom Metzger, the recently appointed head of the bank's private wealth unit, says it's just the beginning.
May 3
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As it and other critics pursue a coordinated legal strategy, a trade group for independent insurance agents requested an injunction to put the regulation on hold.
May 3
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Jeffery Mayger is a cybersecurity consultant with industry engagements including utilities, oil/gas, defense and financial services organizations. He has over 20 years of experience and has held senior leadership positions including Chief Information Security Officer (CISO) for global mining company Sibelco. His Information Security background includes designations as Certified Information Security Professional (CISSP), Certified SCADA Security Architect (CSSA), and Payment Card Industry Professional (PCIP).
May 2
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Nearly one out of three advisors at independent broker-dealers has thought about going solo in the past year, a new survey finds.
May 2
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Raymond James' outgoing CEO Paul Reilly and incoming CEO Paul Shoukry talk on their long-term strategy that led to growth, challenges ahead with PE buyouts and an $800M technology budget.
May 2
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Chris Andrew is a counter fraud subject matter expert at Mind Foundry. He brings over 20 years of financial services experience delivering AI and analytics-based solutions in fraud, financial crime and automation across the insurance and banking industries. Chris works with insurance clients to deliver state-of-the-art AI solutions that help tackle high-stakes problems, focusing on human outcomes and the long-term impact of AI interventions.
May 2
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Virág Blazsek is a lecturer in commercial, corporate and banking law, University of Leeds School of Law, Leeds, United Kingdom.
May 2
