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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Roberto J. Gonzalez is a partner at Paul, Weiss, Rifkind, Wharton & Garrison LLP and previously served as principal deputy general counsel of the CFPB.
June 1
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Bob Gaydos is the founder and CEO ofPendella where he leads a team of innovators in the insurance industry, automating the underwriting process through AI and big data. Over the last 10 years, Bob has founded, invested, advised, and operated innovative companies in the benefit & insurance industry, such as Maxwell Health: an online benefits administration platform acquired by Sun Life in 2018. Connected Benefits: an online insurance agency acquired by GoHealth in 2016. Limelight Health: a group underwriting platform acquired by Fineos in 2020. GoCo: an online platform for HR, benefits, and payroll. Ideon (formerly Vericred): an innovative data services platform powering digital quote-to-card experiences in health insurance and benefits.June 1
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As the head of nationals sales, Simmons will oversee the firm's recruiting efforts.
June 1
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As Asian Americans and Pacific Islanders experience barriers in corporate careers and have been underserved as clients despite their growing wealth, here's what the industry can do to help.
May 31
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The soaring number of firms disclosing their workforce demographics is bringing sobering numbers to light and displaying the shortcomings of available statistics.
May 31
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While former SVB and First Republic advisors are getting more attention, the private equity-backed firm added its largest recruit in 2023 from another shuttered bank.
May 31
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Federal officials have long warned of the dangers of accounts with few guardrails on what they can invest in.
May 31
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Plus, SMArtX and TradePMR team up; and Apex says Gen Z still loves crypto
May 31
