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.
-
Maayan is the founder of Hello Heart, a clinically-based digital program that empowers people to understand and improve their heart health - the #1 cost factor for employers and #1 cause of death. Under her leadership, the company has grown to having 100+ employees, a client list of 40+ Fortune 500 companies including Delta Airlines and CVS, coverage of more than 1.5 million members, and total funds raised at $138 million dollars.
June 12
-
The bank will pay $290 million over allegations that it didn't do enough to stop disgraced financier.
June 12
-
The Power of Two duo Andrew McNeil and Rosario Avila are senior benefits advisers. Their award-winning work & innovations with their Spanish Language Division has been nationally recognized. Reach them at andrewm@arrowbenefitsgroup.com - 707-992-3789 & rosarioa@arrowbenefitsgroup.com - 707-992-3795 & visit
www.arrowbenefitsgroup.com .June 12
-
Alison Borenstein is a director of data science at Assurance IQ, where she leads a team building machine learning-driven tools that help people navigate the complexities of finding and choosing insurance with personalized recommendations and guidance. Alison has a Master of Business Analytics from MIT Sloan School of Management and MS in Structural Engineering from Stanford University.
June 12
-
The Power of Two duo Andrew McNeil and Rosario Avila are senior benefits advisors. Their award-winning work & innovations with their Spanish Language Division has been nationally recognized. Reach them at andrewm@arrowbenefitsgroup.com - 707-992-3789 & rosarioa@arrowbenefitsgroup.com - 707-992-3795 & visit
www.arrowbenefitsgroup.com .June 12
-
-
-
-
