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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Patrick Bangert is senior vice president of data, analytics and AI at
Searce , which provides professional services for cloud applications. He heads the profit center that is responsible for all projects with a data scientific character globally. Until recently, he led the AI Division of Samsung SDS from 2020 to 2023, bringing AI tools and services into Samsung Cloud for computer vision, natural language processing, and machine learning with a particular focus on medical imaging. He holds a PhD in AI and has over 20 years of business experience.April 15
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Executives say the results show the wisdom of the firm's deliberate decision to focus on high net worth clients.
April 15
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Even as ETFs in general enjoyed a bullish month, some funds lost billions of dollars. Here are the bottom 20.
April 15
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It's that time of year again. Here's how to nominate a colleague — or yourself — for Financial Planning's Rising Star awards.
April 15
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The annual rush to pay Uncle Sam means the Treasury doesn't need to issue as much short-term debt as in other months to fund the U.S. government.
April 15
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Kristen Dooley is the chief people officer at Motus, where she oversees human relations and recruiting functions, responsible for creating and cultivating a winning culture in which all team members can thrive.
April 12
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Jeremy Estey is the founder of
AmberSky Marketing , a digital marketing agency that aims to help accounting firms move to more highly profitable, easier-to-manage recurring CAS clients using SEO.April 12
