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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Etay Maor is senior director of security strategy for
Cato Networks . Previously, he was chief security officer for IntSights and held senior security positions at IBM and RSA Security's Cyber Threats Research Labs. An adjunct professor at Boston College, he holds a BA in computer science and a MA in counter-terrorism and cyber terrorism from Reichman University (IDC Herzliya), Tel Aviv. Contact him atEtay.Maor@catonetworks.com .October 30
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From addiction counselors to fund managers who can schedule roof repairs, today's family offices need more services than ever before. Here's what advisors should know about working with them.
October 30
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Jessica Ruggles is the corporate vice president of financial wellness at life insurance company New York Life.
October 30
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According to a new study from F2 Strategy, AI enthusiasm is high in wealth management, but understanding remains low.
October 30
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The agency recommends that financial advisors, tax professionals and their clients start by using a tool on its website and offers a few other helpful words of advice.
October 30
