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 deal follows several others in the past 12 months and reflects growing demand for retirement plan services to small businesses, Edelman said.
December 14
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There are gaps to be filled, granted, but tech is transforming the industry and upping the quality of financial advice and the how it's delivered, write wealthtech leaders Andrew Altfest, Philipp Hecker and Nathan Stevenson.
December 14
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Younger clients need help managing multiple competing goals and remembering to save for their golden years, a study shows.
December 13
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Recruiters see the banking giant's offering as central to its bid to retain top teams and prevent them from going independent.
December 13
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How are banks and the financial sector likely to perform in the coming year? The Americas chief investment officer of UBS Global Wealth Management shares her insights.
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Heather H. Wilson , Chief Executive Officer of CLARA Analytics, has more than a decade of executive experience in data, analytics and artificial intelligence, including Global Head of Innovation and Advanced Technology at Kaiser Permanente and Chief Data Officer of AIG. She currently sits on Equifax's board of directors. While at AIG, she was named the Insurance Woman of the Year by the Insurance Technology Association for her data innovation work. Wilson has been a steady supporter of diversity. She launched the Kaiser Permanente Women in Technology group, focused on mentorship and retention for women in math, technology and science, and at AIG, she launched Global Women in Technology and served as Executive Sponsor of Girls Who Code.December 13
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Sudhir Chaturvedi is president and executive board member of LTIMindtree.
He leads a dynamic sales, marketing and alliance team globally, and is a member of the board of Syncordis Consulting, a subsidiary of LTIMindtree, based in Luxembourg. Since joining LTIMindtree, Chaturvedi has been a key strategist of the company's transformation that is widely visible across brand development, market development and business development activities.
December 13
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Writer Rich Lippman spotted a hole in the marketplace: There was no fun take on how to make an estate plan. His new book aims to fill that void.
December 13
