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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Maria Guercio is senior vice president, Climate Tech Industry Practice Leader, North America at Chubb's Climate+.
November 6
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Dr. Rhonda Randall is the chief medical officer of employee and individual at health benefits company UnitedHealthcare.
November 6
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Raymond Natter is of counsel at Squire Patton Boggs and served as deputy chief counsel of the Office of the Comptroller of the Currency from 1995 through 2004.
November 6
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Starting next year, clients buying or selling certain qualifying vehicles can immediately slash $7,500 off the cost of a new automobile or $4,000 off a used one.
November 6
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From practice management to complex strategies, the fourth quarter presents major opportunities for clients to find savings and prepare for the next 12 months.
November 6
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Despite recruiting efforts, firms have struggled to bring in new blood, making retention more important than ever.
November 3
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In the largest-ever conversion, issues are bound to come up. With some dust settled, what's the outlook for the giant custodian's dominance?
November 3
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Karen Kerrigan is president and CEO of the Small Business & Entrepreneurship Council.
November 3
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As insurers automate more aspects of the insurance experience, it expands how services are provided and priced for policyholders.
