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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Client assets will always represent a key business metric. But $1 billion in AUM doesn't always add up to success — or to happiness.
October 2
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A Cerulli report puts numbers to the channel's transformation. We have resources for advisors who want to better understand the space.
October 2
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Christina Powers is a Partner in West Monroe's Cybersecurity practice. She leads the firm's Cybersecurity Advisory for Private Equity (CAPE) program, helping private equity firms and their portfolio companies maintain visibility into cybersecurity practices and risks. Christina also conducts cybersecurity due diligence for potential acquisitions, supporting investment decisions and operational resilience.
She brings deep experience in cybersecurity strategy, with a focus on risk mitigation and identity and access management. Prior to joining West Monroe, Christina worked in Accenture's Technology Consulting Security practice. She holds a bachelor's degree in Electrical Engineering from the University of Notre Dame and has completed executive education at the Yale School of Management.
October 2
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Bepi Pezzulli is a solicitor of the Senior Courts of England & Wales, specializing in crypto finance.
October 2
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Despite pushback in U.S., investing to promote environmental, social and governance causes remains popular among young and women investors, says UBS co-head of global investment management.
October 2
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Wine, whiskey, cars, handbags, guitars and watches are loved by many clients. And they may be worth serious money, too.
October 2
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Julie Genjac is a vice president and managing director of Applied Insights at Hartford Funds. With over 20 years of experience, she helps financial professionals and teams optimize their practices by enhancing their efficiency and effectiveness. She is also a co-host of the Hartford Funds Human-centric Investing podcast, featuring thought leaders from inside and outside the industry.
October 2
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Francisco Gil tried to claim his status as an independent contractor entitled him to tax deductions for travel, meals and marketing expenses. The IRS and a federal judge said he was in fact an employee.
October 1
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The largest annual event for Black financial advisors drew support from some of the biggest names in the industry.
October 1
