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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Mike is co-founder and COO of Koffie Financial, a modern-day insurer focusing on trucking and transportation. Prior to co-founding Koffie, Mike worked for seven years in leadership roles at The Dorfman Organization, a 4th generation boutique insurance brokerage specializing in transportation. He is excited to use granular, real-time data, machine learning, and IOT to digitize and solve antiquated and historically unprofitable commercial P&C lines.
December 27
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When it comes to their finances, America's youngest adults are extremely confident — but some experts say that confidence is fragile.
December 26
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Even before the collapse of FTX, concerns about cryptocurrency and other risky investments were keeping regulators busy.
December 26
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The Internal Revenue Service is postponing for a year its requirement for e-commerce platforms, including Venmo, PayPal, Cash App and Etsy, to send tax forms to customers who have transactions of more than $600.
December 23
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After months of delay, Congress has passed its landmark retirement legislation. Here's what advisors should know about it.
December 23
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The recruiting and M&A transactions bring another record year to the finish line ahead of an expected slowdown in 2023.
December 23
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Wealth management firms say they feel increasing pressure to have a great digital experience, and better client insights require better data.
December 23
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Meghan Shea is Vice President and Head of Strategy and Solutions at New York Life Group Benefit
Solutions where she oversees the Product & Experience, Marketing, Project Management, and
Learning & Development teams. She is responsible for the long-term vision, short-term strategy, and
timely delivery of all products and connected experiences to drive value for NYL GBS clients,
customers, and brokers.December 23
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Lee Povey is the CEO and Founder of Maximize Your Potential Coaching, as well as the Co-Founder of Coaches Soul. As a previous elite cycling athlete and Olympic Development Program Coach for USA Cycling, and from coaching hundreds of World, National, and Olympic champions, Lee understands the importance of World-Class leadership. His mission is to empower and support leaders, executives, and elite coaches in achieving their leadership and life goal potential.
LinkedIn Profile: https://www.linkedin.com/in/leepovey/
December 23
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