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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The St. Louis-based firm has continued its 2023 comeback, enjoying two straight quarters of double-digit revenue growth.
August 11
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Advisors and brokers rarely put up fights when a former employer comes for loan paybacks as successes are few and far between.
August 11
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The firms are increasingly seeking to integrate generative artificial intelligence into their products, and banks are potentially interested customers. But such efforts are costly, the risks are high and "they want to make sure that they get it right," experts say.
August 11
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Eileen O. Pincay, R.Ph., is vice president and national pharmacy practice leader at Segal.
August 11
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The potential of large language models is vast — but so are the pitfalls if not used ethically and in accordance with industry regulations.
August 11
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Here's how these three women are advancing financial planning in their communities.
August 10
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In recent decades, a stubborn savings gap has persisted between white and Black Americans.
August 10
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More assets, less debt and a new name are among the Canadian asset manager's wealth highlights.
August 10
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The challenges and opportunities of required Roth contributions are taking a backseat for now to legislative and operational messes from the Secure 2.0 law.
August 10
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Jonathan Boylan is a 30-year veteran of insurance and financial technology. He is the Chief Technology Officer of FINEOS, a leading provider of Life, Accident and Health insurance solutions to over 60 insurers in North America, EMEA and APAC. In the last 20 years, Jonathan has played a leading role company's growth from a startup to becoming a publicly traded company with over €120m in annual revenue. While leading technology throughout the period, Jonathan took on additional responsibilities to support growth including establishing product management and leading marketing. As such, Jonathan has spent much of his time supporting the acquisition of new customers in new and existing markets, both directly in the sales process and in broader thought leadership. More recently, he worked to select acquisition targets which led to the successful acquisition of Limelight Health and Spraoi by FINEOS. In his spare time Jonathan has volunteered his time to support the Irish Software Association, Tech Ireland, Alexandra College and SciFest.
August 10
