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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Ozan Unlu is the CEO and Founder of
Edge Delta , an edge observability platform. Previously he served as a Senior Solutions Architect at Sumo Logic; a Software Development Lead and Program Manager at Microsoft; and a Data Engineer at Boeing. Ozan holds a BS in nanotechnology from the University of Washington.March 28
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He spoke at Future Proof after the firm unveiled its collaboration with Dynasty Financial Partners and a funding rounds that raised $80 million.
March 28
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The cash-like instruments have garnered hundreds of billions of dollars since the banking crisis began.
March 28
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Chris Cooksey is the senior director of advanced analytics at Guidewire Software, the leading provider of P&C Insurance core operating systems. He previously served as Chief Actuary at EagleEye Analytics and spent more than a dozen years at Nationwide Insurance as a research director and pricing analyst.
March 28
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Asian Americans and Pacific Islanders have unique planning needs that aren't always met in the industry.
March 27
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A financial planner's clients doubt they'll ever retire. How can he get them to save anyway?
March 27
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Unrealized losses on the company's balance sheet ballooned to more than $29 billion last year. At the same time, higher interest rates are encouraging customers to move their cash out of certain accounts that underpin Schwab's business.
March 27
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With the acquisitions of CIT Group and a large portion of the failed Silicon Valley Bank, the North Carolina company has doubled in size for the second time in a little more than a year and joined the class of super regionals.
March 27
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The independent firm told financial advisors that selling their own practices without a greenlight from the corporate office could draw FINRA scrutiny.
March 27
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As their financial confidence grows, women want to help others succeed, too.
March 27
