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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Chasse Rehwinkel served as Illinois director of banking from 2019-2023 and is currently president of Devon Bank.
March 20
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The unit will now be renamed Threadline Wealth, backed by investment from the Cynosure Group, and have $5.8 billion in client assets under management
March 20
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Steve Markle is chief operating officer of
Itemize , where he leads the go-to-market units, encompassing product, sales and marketing. With a distinguished career spanning more than 25 years in B2B technology, Markle brings deep expertise and leadership to Itemize. Markle was previously the president and CEO of BirchStreet, an e-procurement and accounts payable platform for the hospitality industry, and vice president of solutions management at SAP Ariba.March 20
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The National Legal and Policy Center has successfully urged companies like Goldman Sachs and American Express to remove DEI from their board selection process, but now it argues that SEC actions are restricting shareholder rights too much.
March 20
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Andrea Bethune contends in federal court that Carson Group moved her into a new role to make way for a woman 20 years her junior. Eventually, her position was eliminated.
March 19
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Wealth management firms are beginning to push AI beyond back-office use and toward growth, panelists at Future Proof Citywide said. Success depends on a thoughtful approach and clean data.
March 19
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The latest study tracking financial advisor movement from research firm Cerulli Associates suggests that employee brokerages must change with the times.
March 19
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Matt Hasan is an AI strategy advisor with four decades of experience in financial services, including leadership roles at Deloitte, IBM Global Business Services and Capgemini. He writes on the economic and governance implications of AI integration across underwriting, pricing and risk management. He holds a doctorate in economics.
March 19
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A well-intentioned tax move can push retirees over a Medicare income threshold, leading to thousands in unexpected annual premiums. Here's how advisors avoid these costs.
March 19
