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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Sarah Blair is the SVP Customer Engagement Operations at Solera. She is a transformational leader with over a decade of experience working within the intricacies of Operations, Quality and Workforce Management. Driven by her passion to seamlessly integrate technology and process, she takes pride in providing best-in-class service delivery products. Sarah has enjoyed helping organizations improve in the Financial, Healthcare, Insurance and Oil sectors.
May 16
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Financial and accounting teams are inundated by new data streams that accompany hybrid work on a global scale.
May 16
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Isaac Saft is the founder and CEO of
Blue dot . Prior to Blue dot, he was the founder and CEO of KCS, a company providing a solution for internal audit and SOX risk management and FDA compliance.May 16
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Signed into law last December and now partly in force, the sweeping retirement overhaul package presents new planning opportunities for millions of Americans and financial advisors.
May 15
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The team, led by financial advisor Ting O'Connor, left because they were unhappy with Merrill's culture and wanted better working conditions for their support staff, a recruiter said.
May 15
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The Internal Revenue Service has caught up on much of the pile of unprocessed tax returns, but it's still not back to normal.
May 15
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Paul Graham is a managing director at Bridge 2 Partners. He has 35 years of commercial lending experience with a number of large U.S. banks.
May 15
