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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Changes under SECURE 2.0 that will impact contributions and retirement plan "leakage" when investors cash out instead of rolling over their 401(k)s are two of the issues advisors can help with.
November 28
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A London Market insurance professional who combines a strong technical background with sound commercial skills, Peter Smyth was director of operations at pioneering early insurtech TriSystems. The company was acquired by Ebix in August 2012 and renamed to Ebix Europe. As vice president, Smyth is at the centre of the drive to transform the London and Global re/Insurance markets.
November 28
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Charting the path toward a universal standard for financial prosperity.
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The world's biggest banks have slowly begun experimenting more with artificial intelligence in recent months, spurred by the promise that it will help them boost staffers' productivity and cut costs.
November 28
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Khadim Batti, CEO and co-founder of
Whatfix , co-founded the company with Vara Kumar in 2014 with the mission of empowering individuals and organizations to freely use and experience the maximum benefits of technology. An entrepreneur at heart with an engineer's mind, Batti is also giving back to the start-up community by sharing his passion, knowledge, and mentorship with aspiring talent for over a decade and a half. He also serves as the grievance redressal officer for Whatfix.November 28
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The two strategies can complement each other, but success depends on starting out with a clear vision.
November 28
Frontier Asset Management -
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Americans live in a culture where money talks are taboo, but advisors can help clients overcome that and preserve generational wealth during the holidays.
November 27
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Brian McDonald, head of Morgan Stanley at Work, spoke with Financial Planning about how the firm aims to extend its roots in Silicon Valley and build on equity compensation offerings.
November 27
