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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Eyal Shinar is an expert in AI, machine learning and financial software. He is currently the co-founder and CEO of
Black Ore , a leading AI platform for financial services.Prior to Black Ore, he was co-founder, CEO and later executive chairman of
Fundbox , a leading machine learning payments & credit company. He left Fundbox in 2021 to start Black Ore.Prior to Fundbox, he served as VP at Battery Ventures, leading projects and investments in finance, machine learning and SaaS.
February 7
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The new label will bring regulatory scrutiny from the Securities and Exchange Commission and FINRA.
February 7
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Taxpayers will benefit from a reduced top marginal rate in 13 states, but in two states the rate has increased.
February 7
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Parents can leverage their wealth to access the dream of homeownership for their kids — as long as income tax and gift tax consequences are factored in.
February 7
American College of Financial Services -
The Swiss firm reports strong asset inflows for the year but still struggles with low profit margins in the U.S.
February 6
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Susan Foulds is a managing director of
Keynova Group , a competitive intelligence firm serving the digital financial services industry.February 6
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