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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Janthana Kaenprakhamroy, the author of Navigating Insurtech and CEO of Tapoly. Forbes listed her as number 6 among the Top 100 Women Founders to watch and recognized her as one of the Top Ten Insurtech Female Influencers by The Insurance Institute. Recently, she was named one of the Most Influential Women in Tech 2023 and received the Innovator of the Year award at the UK FinTech Awards 2023. Furthermore, she was honoured as the winner of the Insurance Leader of the Year by the Women In Finance Awards 2021. Prior to her current roles, she served as a chartered accountant and internal audit director at top-tier investment banks.
April 4
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A magistrate judge finds the clients' family failed to put forward 'legally sound' claims that JPMorgan breached any duties by putting an elderly couple into risky securities tied to oil and gas.
April 4
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With tax authorities scrutinizing partnerships, CPAs and tax pros need to think more strategically about filing for extensions.
April 4
WealthAbility -
Ameritrade, Schwab topple Vanguard, T. Rowe Price in J.D. Power's 2024 investor satisfaction survey; rankings had a shake-up as DIY investors demand more personalized service.
April 4
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Skills professionals need to succeed in today's technology-focused environment.
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Byron Slosar is the Founder & CEO of hellohive, a diversity recruitment and resume technology company. He previously spent 15 years in undergraduate career development and recruiting. He lives in NYC with his husband and son.
April 3
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The lawyers representing the claimants in a recent FINRA arbitration case say they have scores of clients still seeking to secure pay they contend they're owed after departing for another firm.
April 3
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Donald Trump's company's recent IPO, stock surge and decline are prime examples of what to watch for. Here are the three red flags that signal something is too good to be true.
April 3
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Products with much higher yields than sweep, checking or savings accounts are available, but research suggests some advisors are missing the opportunity.
April 3
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Industry leaders will show how to safely and effectively integrate AI at Financial Planning's new conference, ADVISE AI. Registration is now open for the October two-day event.
April 3
