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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Financial Planning Rising Star Uziel Gomez of Primeros Financial built his practice around first-generation wealth builders often overlooked by traditional firms.
September 14
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Financial Planning Rising Star Victoria Tejeda of Modera Wealth Management is building community through financial education and outreach to women.
September 14
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Financial Planning Rising Star Sydney Woodward of YeskeBuie has expanded pro bono planning and financial literacy efforts for underserved communities.
September 14
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Financial Planning Rising Star Patrick Yaghoobians of Noor Financial Services is expanding access to advice through education, service and community outreach.
September 14
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Financial Planning Rising Star Kelly Guadagnino of Modera Wealth Management is helping young professionals learn to build and manage growing wealth.
September 14
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Research from Cerulli Associates suggests that many RIAs have a long way to go with AI adoption while already finding possible ramifications for back-office staff.
September 11
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Advisors can leverage the updated opportunity zone program, starting in January, to help ultrahigh net worth clients defer capital gains.
September 11
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Carolyn Conners is head of healthcare at Beazley. Since 2011, Carolyn has held several key positions at Beazley, including Focus Group Leader for US Miscellaneous Medical and Life Sciences. Head of Partner Engagement North America, West Region Broker Relations Manager, and Healthcare Management Liability Underwriter.
September 11
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Ben Accardo is Focus Group Leader - US Safeguard, at Beazley. Prior to this position, he was an underwriter for Safeguard and prior to that was a member of the Executive Risk claims team handling employment practices liability claims and claims involving allegations of sexual abuse under the Safeguard product.
September 11
