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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SaVion Harris joined Intercontinental Wealth Advisors as a financial advisor in the summer of 2021 after graduating from the University of Texas at San Antonio with a Bachelor of Business Administration degree in Finance. During his time at UTSA, he was a student-athlete as a member of the football team and had dreams of playing in the NFL. He currently helps manage client assets, working to truly understand clients’ situations, goals, and dreams — helping them envision their future and then take the steps to make it a reality. He has attained his Texas Life Insurance license as well as his Series 65 Uniform Investment Adviser Law license.
January 20
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CEO James Gorman set a goal of 30% after the wirehouse’s gains easily outpaced rising expenses from compensation and the E-Trade deal.
January 20
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In this fireside chat, Ida Liu, the global head of Citi Private Bank, covers a range of topics, including how digital client engagement is evolving.
January 20
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As boomer advisors retire, look for younger advisors to push the way firms serve clients beyond the limits of what we have yet invented or even imagined.
January 20
Orion Advisor Technology -
Maggie Z. Miller and Hannah Nokes are co-founders of Magnify Impact, and co-authors of Magnify Your Impact: Powering Profit with Purpose.
January 20
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Colin Nabity is the CEO & co-founder of
Breeze , an insurtech with a mission to close the income protection gap through disability insurance and critical illness insurance.January 20
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Regulators haven’t reached out after hack, according to CEO Kris Marszalek
January 20
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Ville Somppi, vice president of professional services solutions at
M-Files , has 20 years of experience defining, developing and deploying technology solutions for knowledge intensive industries. He has worked with companies across the globe ranging from large corporations to small startups and family-owned businesses. At M-Files, he oversees solutions for professional services industries such as accounting.January 20
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Russell Silberston is a senior research analyst covering major economy central bank monetary policy. He also covers additional analysis of both structural and cyclical fiscal policy dynamics and impact, macroprudential regulation and financial stability of the international monetary and financial system.
January 20
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A dozen years after CEO Shirl Penney launched the RIA platform and TAMP, it seeks capital to supercharge its rapid growth.
January 20
