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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Nisha Bhandare is a distinguished vice president analyst at
Gartner Finance . She advises clients who are in the midst or embarking on a finance transformation journey, primarily in the areas of finance technology strategy and implementation, ERP deployment and invoice to cash processes. She previously worked in progressive leadership roles in FP&A, controllership, finance transformation and operations.November 6
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Also, an Ex-Truist/Balentine duo start an RIA, Raymond James grabs a team from Wells Fargo and Janney names a new head of advisor recruiting.
November 6
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Natalie Neelan is director of innovation at Boston Mutual Life Insurance, she leads a team dedicated to turning emerging ideas into measurable business impact. Previously, she founded and scaled her own consultancy, Straightline Innovation, and partnered with major organizations including Nationwide and Highmark. Her expertise spans strategic communications, human-centered design, and building ecosystems that accelerate corporate transformation. A Certified Digital Marketing Professional and LUMA Human-Centered Design Facilitator, Natalie is also the author of Rebel at Work: How to Innovate and Drive Results When You Aren't the Boss. She earned her MBA in Entrepreneurial Leadership and Strategy from Chatham University and her BS in Communications from Clarion University of Pennsylvania.
November 6
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The Internal Revenue Service has shut down its Direct File free tax-filing program, sending an email to the 25 states that offered it this year.
November 6
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Schwab becomes the latest large wealth manager to cite the shrinking number of publc companies as a reason to help regular investors get into private markets.
November 6
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Bad things can happen when advisory firm employees experiment with shiny new AI applications. An innocent "test drive" could trigger data breaches and compliance snafus.
November 6
Myriad Advisor Solutions -
Manish Naik serves as the President of Cigna Healthcare's Dental and Vision benefits products. The business currently serves over 17 million customers across the United States. In this role he is responsible for network strategy and development, product strategy and development, provider relations, sales operations, innovation, and clinical execution.
November 5
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Merrill wealth co-head Eric Schimpf says the firm does about as good a job as its rivals in drawing in net new assets. But given Merrill's relationship with Bank of America, "We can do better."
November 5
