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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Leaders of the network say marginalized advisors will be able to get everything they need at a significant savings over putting the pieces together themselves.
April 28
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The size of their returns during the past decade belie their negative yields so far this year.
April 28
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So how do you build the platform of the future? Our experts will discuss the widespread use of digital investing tools across demographics and designing platforms for all users.
April 28
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Whether it's a watchdog or up-and-coming advisor, claims and counterclaims are plentiful across the industry.
April 27
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David Kuhn is deployment strategist at Socotra, where he helps carriers and insurtech MGAs adopt modern core technology. Previously, he worked as Insurance Solutions Director at Mendix and Chief Architect at Erie Insurance Group. David is an insurance technology and digital business strategy expert who has been working with companies for more than 20 years to ensure they achieve strategic goals
April 27
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Developing a future-ready tech strategy can push innovation, growth and your organization forward.
April 27
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How the financial planner blended personal passions and years of industry experience to find fulfillment.
April 27
