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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The award was the highest pro rata compensation for executives at the bank.
March 20
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Garret Gray is the President of CoreLogic's Global Insurance Solutions Business. He leads a team of industry experts focused on building market-driven solutions that drive better customer outcomes throughout the property insurance ecosystem.
Prior to this, Gray was the founder and CEO of Next Gear Solutions, acquired by CoreLogic in September 2021. Next Gear is an industry-leading provider of claims workflow technology used by eight of the top ten US carriers. Next Gear restoration management solutions are used by four out of the top five contractor brands in addition to more than 10,000 contractors in North America.
March 20
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Professor Mara Derderian at Bryant University explains why mentorship is vital to diversifying the male-dominated finance industry.
March 20
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For the second straight year, Goldman Sachs shareholders have filed a proposal calling for more details on racial and gender pay gaps. The request comes as the investment banking giant faces scrutiny over its lack of high-ranking women leaders.
March 19
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Paul Reilly is scheduled to hand the reins to his chief financial officer Paul Shoukry next year.
March 19
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Shannon Shallcross is a Tedx speaker and has coached dozens of data and insurtech startups, advising Fortune 500 clients on analytics strategy as head of client management for a national health-tech company and co-founder of BetaXAnalytics, a company that pioneered emerging data science techniques using AI to remove the barriers to transparent and actionable data. She also spent 12 years with Amica Insurance running branch sales and service operations across the country. Currently, she is head of client services at Pinpoint.
March 19
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Misconduct categories, new sanction factors and tweaks to the oversight procedure finish a process that started in 2016, General Counsel Leo Rydzewski said.
March 19
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Rachel Roney is an associate in the Dallas office of the Labor and Employment group at Hunton Andrews Kurth LLP.
March 19
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Amber M. Rogers is a partner in the Dallas office of the Labor and Employment group at Hunton Andrews Kurth LLP.
March 19
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The takeover of erstwhile rival Credit Suisse has allowed UBS to scale its business and push for a greater slice of the U.S. wealth management pie.
March 19
