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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Chaz Perera is the co-founder and CEO of Roots Automation, creator of the AI-powered Digital Coworker and InsurGPT™, the world's first generative AI model for insurance. In his 20-year career, Chaz has launched new products, grown global businesses, and helped companies save money by leveraging data science, robotics, and AI. He's led teams with thousands of employees, at one point leading a team of 7,000 people across 50 countries. Before founding Roots Automation, Chaz was AIG, Inc.'s Chief Transformation Officer and also its Head of Global Business Services.
December 6
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JPMorgan Chase is planning to increase headcount in its Latin American private-banking unit by about 25% next year as the firm looks to attract more clients with $5 million to $25 million to invest at the bank.
December 6
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From sea changes with inherited retirement plans to the ETF juggernaut, here's what advisors grappled with for affluent clients.
December 6
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With a message that stresses education and warns of volatility, the organization is reminding CFPs that their responsibilities don't change when the asset is digital.
December 5
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The joint project with one of the largest advisory practices in the firm's tax-focused brokerage displays how wealth management firms are backing their OSJs.
December 5
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