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 departure comes as further evidence of CEO David Solomon's failure to live up to pledge to have more women in senior positions.
March 18
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Jeff McMillan will be in charge of marshaling the firm's investments in artificial intelligence to drive efficiency.
March 15
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The reality is that traditional 'one and done' software training is insufficient.
March 15Apty -
Krishna Dunthoori is CEO of
Apty , a professional services and implementation firm specializing in project and portfolio management, customer experience management, enterprise architecture and business analytics.March 15 -
President Biden wants the wealthy to "pay their fair share." Ex-President Trump calls for "the biggest tax cuts." But labeling people as rich creates massive policy challenges.
March 15
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The technology startup continues to make U.S. inroads with its goal of enabling advisors to better deliver customized financial advice.
March 15
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Lise Kruse is the commissioner of the North Dakota Department of Financial Institutions and chair of the Conference of State Bank Supervisors.
March 15
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The chair and CEO of the M&T division considers herself a "builder-fixer" and has sought out new challenges and opportunities throughout her more than 30-year career.
March 15
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UBS receives praise for diversification outside the U.S., particularly in Asia.
March 15
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Jason Aster is managing director of
KBA Lease Services . Prior to joining KBA, he practiced general corporate law and litigation in New York, representing major international banks and private lenders with a focus on real estate and structured finance.March 15
