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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Jamie Greenleaf is a Fiduciary Consultant and Principal of Greenleaf Advisors, as well as Co-Founder of Fiduciary In A Box
April 22
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The new moniker Trutoro reflects a Latin word commonly used by advisory brands and an animal that’s synonymous with investment returns.
April 22
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The Pennsylvania firm saw its revenue climb 28% from one year ago to $581.4 million for the quarter.
April 22
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Clare Kumar is a Highly Sensitive Executive Coach and the creator of the Happy Space Podcast.
April 22
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Maxwell Blumenfeld is co-founder and chief operating officer of SentiLink.
April 22
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Marcia Griffin is founder and president of HomeFree-USA, a leading homeownership organization with 68 results-oriented culturally and ethnically diverse nonprofit partners nationwide. Through 2014, HomeFree has helped over 87,000 homeowners to cure their defaults. They have offices in Washington, DC, throughout Maryland, Atlanta, and South Florida.
April 22
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A primer for making truly sustainable investments on this Earth Day.
April 22
College for Financial Planning -
Jennifer Coombs is an associate professor at the College for Financial Planning —a Kaplan Company located in Denver. She is the creator, lead author, and lead instructor for the Chartered SRI Counselor™ (CSRIC™) designation program developed in partnership with US SIF as the first professional financial education program for financial advisors in the United States exclusively devoted to sustainable investing.
Prior to joining the College, Jennifer worked in New York City for several Wall Street firms in such varied roles as technical and fundamental analysis, equity research, trading and portfolio management. Jennifer has given two TED talks on the topic of sustainable and responsible investing: “Investing for a Better World: Using Wall Street to Implement Social Change” (November 2015 at TEDx Jersey City), and “Stopping the Rebuttal: Millennial Investors and the Future of Sustainability” (April 2018 at TEDx Clarkson University). She has also given presentations at and interviews on “Dollars & Change” Wharton Business School Radio on Sirius XM, Bank of America/Merrill Lynch Wealth Management, The Society of Financial Services Professionals (FSP), The CFA Society of New York, US SIF Annual Conference, The SRI Conference, and Advisor Group.
Jennifer holds a Master of Science in Finance and is a member of the ESG Advisory Board at Investment News and serves on the education committee of US SIF. She resides in her home state of Vermont.
April 21
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First Horizon Advisors resolved a supervisory investigation involving a former rep after its parent firm announced it’s being purchased for $13.4 billion.
April 21
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In 30 years, direct indexing has gone from an obscure investment strategy to a valued product with outstanding potential for large financial institutions.
April 21
