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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Winning multi-millionaire clients looks different today for advisors — here's what's changed, a Cerulli study reports.
January 9
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Dr. Richard Frank is an experienced physician executive with demonstrated success in product development and strategy, managing high-risk Medicare and Medicaid populations, developing new business for established and VC-backed companies, engaging providers in value-based contracts, controlling healthcare utilization, and implementing clinical programs within not-for-profit and publicly traded companies.
January 8
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