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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New research shows just how big an obstacle student debt has become to Americans' nest eggs.
September 20
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Mutual funds will have to take extra care when using terms like ESG, value and growth.
September 20
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Jill Spielberger is U.S. Engagement Practice Leader at
Buck . She has more than 35 years of communications experience, helping organizations to develop and implement comprehensive, multi-channel change, communication, and marketing programs.Buck , a Gallagher company, is an integrated HR and benefits consulting, technology, and administration services firm.September 20
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William Laurent is a renowned independent consultant in data, governance and IT strategy. You can reach him at william@williamlaurent.com.
September 20
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Amid continuing underrepresentation and a lack of disclosure, these independent brokerages stand out from the rest in their hiring of female representatives.
September 20
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A new MassMutual study finds that young people in pursuit of the almighty dollar feel behind in saving enough to retire at an ideal age.
September 20
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Kevin Mitchell has been the President of TypTap Insurance Company since October 2019. He has served as a Senior Vice President of HCI, managing HCI's investor relations and reinsurance placement and sales & marketing. Before joining HCI, Mr. Mitchell was an Area Director and Producer for Arthur J. Gallagher & Co. Prior to being with Arthur J. Gallagher & Co. he was a Commercial Lines Producer with Oswald Companies. Mr. Mitchell is a Bowling Green State University graduate, earning a Bachelor of Science degree in Communication and a minor in Marketing.
September 20
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Doug Kramer, managing director of Neuberger Berman, joined the firm in 2015 and is the head of Institutional Equity and Multi-Asset.
Prior to this position, he co-headed the firm's Quantitative and Multi-Asset team. Doug formerly was CEO at Horizon Kinetics, an investment management firm.
September 20
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The new developer portal aims to empower innovation and collaboration among Docupace clients, other wealthtech companies and more.
September 20
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