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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By taking the manual labor out of data management and upkeep, experts can reach new clients and better serve their existing ones.
July 7
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Jon Cooper is the co-founder and CEO of Overalls, a tech-enabled benefits company that combines concierge-like services with personalized financial protection to help people save time, money and stress. Jon was also the founder and CEO of Life.io. Jon’s insurance expertise was developed during strategic roles from Chief of Staff to Strategy and Operations at TriZetto, Oliver Wyman, CodeRyte and Wellcare.
July 7
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Through monitoring, family communication and education, Carefull wants to support those managing the finances of aging loved ones.
July 7
- Stifel financial advisor killed in mass shooting remembered as ‘ambassador’ of firm’s Chicago office
At 88 years old, Stephen Straus still went to work to serve clients every day “not because he had to, but because he wanted to,” the company’s CEO said.
July 7
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Advisory firms are particularly vulnerable to data breaches, according to a recent Arizent survey, and proposed SEC rules mean they may no longer be able to react to cyberattacks with impunity.
July 7
Axos Advisor Services -
Raghu Valipireddy is senior vice president and chief information security officer at Axos Advisor Services where he is responsible for the company’s cybersecurity organization. He has extensive experience in IT, risk and compliance, and driving enterprise security initiatives.
July 7
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The inflows are tied to funds that track the EU-regulated climate benchmarks and may signal that investors are looking for more credible "green" opportunities.
July 7
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Judie McCarthy is a QuickBooks ProAdvisor (Advanced Certified), speaker, author, experienced accounting professional and co-founder of
Client Hub , a web-based workflow and client collaboration tool built for accounting professionals.July 7
