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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Tim Mattke is CEO of MGIC Investment Corporation and Mortgage Guaranty Insurance Corporation. He also serves as chair of U.S. Mortgage Insurers.
August 21
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Getting a foot in the door to the high net worth market can be a challenge, but there are any number of ways in. Six advisors shared how they landed their first high net worth client, from golfing to finding the right CPA.
August 21
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Financial Planning's August 2026 continuing education quiz is now open to subscribers. By successfully completing the quiz, advisors can earn one hour of CE credit to maintain professional certifications.
August 21
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A survey found Medicare Advantage customer satisfaction dropped for the second year in a row. Financial advisors can guide clients as they weigh coverage choices.
August 21
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Shareen Minor is chief revenue officer, U.S., at Vitesse, financial infrastructure connecting the global insurance ecosystem. With more than 20 years of experience across carriers, TPA operations and PE-backed insurtechs, she leads Vitesse's commercial growth in the United States, bringing deep knowledge of the operational and financial pressures facing the U.S. insurance market.
Most recently, Shareen served as chief revenue officer at Ontellus, a leading provider of health records retrieval and claims intelligence, where she delivered sustained double-digit revenue growth, expanded enterprise client relationships across carriers and law firms, and helped position the business for a successful private equity exit. Before that, she held senior leadership roles including chief commercial officer at Charles Taylor Adjusting and Technical Services, SVP of Casualty Operations at Engle Martin and Associates, and regional vice president at NatGen Premier, where she helped launch and scale a new business unit from zero to $50 million in revenue in 15 months.
August 21
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A new guide from the CFP Board is meant to help advisors through offering 401(k) rollover recommendations, which can be a tricky area for compliance.
August 21
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Two experts in mergers and M&A sales explained how and why RIA owners need to clean up their data, get a formal valuation and figure out other technical questions before they make a succession deal.
August 20
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With its Estimated Value Index, the valuation expert FP Transitions seeks to give RIA owners a leg-up in knowing just what their firms can most likely fetch in a sale.
August 20
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Michael Topol is co-founder and co-CEO of MGT Insurance (MGT), an insurer modernizing commercial P&C insurance for businesses and their agents.
August 20
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Allen Meyer is a partner and global regulatory compliance practice leader at Oliver Wyman.
August 20
