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.
-
The former Morgan Stanley CEO got a 17% bump in his final year at the helm.
January 19
-
The bank is betting on attracting high net worth clients in the wake of last year's turmoil.
January 19
-
Industry recruiters see the changes as intended to make client assets and advisory teams "stickier" and to retain executive talent.
January 19
-
In sunny Huntington Beach, California, Advyzon CRO John Mackowiak spoke about the industry's direction — and what he liked best about the oceanside festival.
January 19
-
Some worry chairman's time in office could leave agency weaker than how he found it.
January 19
-
-
Adam Rakich has spent most of his career working with the office of finance to automate their reporting, streamline their budgeting, accelerate their close, enhance their core finance processes and integrate their systems, and heads up consulting at Northexis, a boutique performance management consultancy. Based in the UK, he is also the author of
The Business User's Guide to Data Integration , a guide for non-technical professionals on how to approach automating data flows between systems.January 19
-
Dr. Leona Vaughn is the vulnerable populations lead for Finance Against Slavery and Trafficking.
January 19
-
-
Maha Khan is the financial sector lead for Finance Against Slavery and Trafficking.
January 19
