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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Rod Griffin is senior director of consumer education and advocacy at Experian.
October 26
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Chairman Gary Gensler draws attention to high-profile cases over WhatsApp and other messenger communications as well as the need for crypto regulation.
October 26
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Darin Campana is a Senior Manager of Insurance Consulting for EPAM Continuum. In this role, he provides advisory services to insurance clients through their transformation and modernization journeys. With more than 26 years of experience across consulting and insurance industries, Darin helps clients enable technologies in the disruption of today's insurance markets including intelligent process automation, big data, artificial intelligence (AI), omni-channel applications and IoT.
October 26
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Steven Tesler is Senior Manager of Insurance Consulting for EPAM Continuum, the integrated business, technology and experience consulting practice of EPAM Systems, Inc. With more than 25 years of experience supporting the Insurance Industry as a Consultant, Technology Strategist, and Solutions Consultant, Steven has a track record of managing cross-functional teams in executing strategic initiatives across the business, finance, operations, and technology from design through implementation.
October 26
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Financial Planning's Top 40 Brokers Under 40 rankings recognize the industry's top elite young producers among broker-dealer firms. Nominations are now open for the 2024 edition.
October 26
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The firm's total advisor headcount holds steady while its assets under management swell to $816 billion.
October 26
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In rare move, passed-up Saperstein to stay on as head of wealth and asset management.
October 26
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Clement Feng is vice president of product management for
Briggs & Stratton Energy Solutions , which has a portfolio that includes home standby generators and energy storage systems for homeowners and businesses.October 26
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Financial planning careers pay well and offer great prospects, but many students still don't know they exist.
October 25
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Saperstein, the president of the big bank's star wealth unit, to be head of wealth and investment management.
October 25
