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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Tom McFarland leads Novidea's UK product roadmap and business analysis function. Through his industry expertise, close relationship with existing clients and engagement with prospects, Tom ensures the delivery and ongoing enhancement of Novidea's platform provides added value to brokers and MGAs. Tom holds strong partnerships within the insurtech community, enabling practitioners to benefit from a connected insurance ecosystem. Having spent time in operations roles within Specialty Broking and Delegated Authority, Tom's comprehensive understanding of the challenges at each stage of the insurance value chain ensures that the Novidea platform solves the challenges of today and prevents the problems of tomorrow. Tom is keen to drive transformation across the industry, particularly within the Specialty and Lloyd's markets, where there is enormous opportunity for technological modernisation and adoption.
January 14
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Theo Ellis is CEO and co-founder of mortgage technology company Friday Harbor.
January 14
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While AI has increased gross productivity, net gains have been eroded by the time and effort needed to review and correct AI outputs.
January 14
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Tax-loss harvesting's overlooked cousin can pay off for clients with low-earning years, concentrated positions or UTMA accounts.
January 14
Natixis Investment Managers Solutions -
The FPAi Authority offers demos, guidance and insights to help planners adopt AI effectively in their practices.
January 13
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Corporate tax rates vary widely by state, affecting client business decisions around relocation, expansion and growth planning. Here's how the landscape is changing in 2026.
January 13
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Omuso D. George is president and CEO of the Association of Military Banks of America. He is a retired U.S. Army brigadier general.
January 13
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The massive intake preceded the BNY-owned custodian's rollout of a new financial advisor matchmaking service aimed at conversions from institutional clients.
January 13
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The megabank sees its asset inflows swell by 14% while reporting greater numbers of client advisors and private bank advisors.
January 13
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Wells Fargo stands out among wirehouses with FiNet, its dedicated channel for independent advisors. Wells Fargo Advisors head Sol Gindi says this structure gives the firm a competitive advantage rivals will find difficult to replicate.
January 13
