In|Vest West 2018 Direct

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. For more, please see: InVest Conference.

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Invest West | Direct
  • Gregory V. Kanarian is an investment strategist at Natixis Investment Managers Solutions representing the firm's direct indexing strategies.

    Prior to joining the investment strategies group, Greg was a portfolio consultant at Natixis for 12 years. Previously, he was a portfolio consultant with Deutsche Bank and a financial planning associate with Pillar Financial Advisors. He is a CFA charterholder and is FINRA Series 7 and 66 licensed.

    May 16
    Greg Kanarian of Natixis
  • Rulings from the Financial Industry Regulatory Authority included a $360,000-plus payout from JPMorgan, scrutiny of B. Riley operations and more in April.

    May 16
    FINRA Financial Industry Regulatory Authority
  • Also this week, Hightower invests in a large RIA and Bernstein names a new head of wealth management.

    May 16
    Smiling HR managers handshake with a job candidate.
  • LPL Financial is well known to advisors but not necessarily to their clients. A new ad campaign airing this weekend during PGA Championship coverage aims to change that.

    May 15
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  • Tax

    By agreeing to share taxpayer data at all, the Internal Revenue Service is taking an unprecedented step that breaks with longstanding assurances.

    May 15
    A U.S. Immigration and Customs Enforcement (ICE) agent outside an apartment building during a multi-agency targeted enforcement operation in Chicago.
  • Despite the notable flows and valuations, some sellers get locked into an ill-fitting parent firm without many options for getting away.

    May 15
    A metal barn door is padlocked from the outside, symbolizing a bad strategic decision locking a business owner in place
  • Yakir Golan is the CEO and co-founder of Kovrr. He started his career in the Israeli intelligence forces. Following his military service, he acquired multidisciplinary experience in software and hardware design, development and product management. For the past few years, he has focused on bringing cyber risk management solutions based on advanced machine learning and artificial intelligence to the market. Yakir holds a BSc in Electrical Engineering from the Technion, Israel Institute of Technology and an MBA from IE Business School, Madrid, Spain.

    May 15
    Yakir Golan
  • A new study explored the benefits of adding timepieces to portfolios of stocks, bonds and gold.

    May 15
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  • Julienne Y. Joseph is the founder and principal of JYJ Consulting, and is the former Chief of Staff to HUD Secretary Marcia L. Fudge. She previously served as Deputy Assistant Secretary for Single Family Housing.

    May 15
    Julienne Joseph.jpeg
  • Louise Doyle is the visionary co-founder and CEO of needi, a corporate gifting service that uses AI-powered gift-matching technology to connect businesses with the perfect sustainable gifts while supporting local independent businesses. 

    Alongside co-founder Steph Scholes, needi has grown to work with over 150 B2B clients, including high-profile companies like Microsoft, Spotify, and Virgin, generating over £1 million in sales for small businesses.

    May 14