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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The attacks are expected to mirror geopolitical tensions.
March 10
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Inroads CEO Forest Harper and other organizers of new internship and training programs insist a long-term shift is now possible.
March 10
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How technological innovations, market forces and changing investor preferences combined to bring a millionaire's strategy to everyday investors.
March 9
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He says the industry has become much more diverse and supportive, but there’s still a long way to go.
March 9
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The Future Proof Festival has announced eight new featured speakers who buck the status quo.
March 9
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Dave Kelly founded of
AnalyticsIQ 14 years ago after the successful acquisition of his former company, Sigma Analytics.He is an alumnus from the University of North Florida and earned his MBA from Georgia Tech.
March 9
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Eric Ayala is the senior vice president, Americas for
Novidea , creator of the born-in-the-cloud, data-driven insurance platform that enables brokers, agents, and MGAs to modernize and manage the customer insurance journey. Eric has more than two decades of technology startup and venture capital experience. A Silicon Valley veteran, he has led multiple Sales and Marketing teams at startups funded by prestigious VCs such as NEA and Accel and Corporate VCs such as Dell and Microsoft.March 9
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Ally Powers is a CPA working on the assurance staff for
Plante Moran in Grand Rapids, Michigan.March 9
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The same trends upending other industries offer opportunities for advisory practices to get ahead of the competition.
March 9
