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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Brian Freeman is founder and CEO of
Mployer Advisor , the nation’s largest digital marketplace for insurance adviser ratings and reviews.November 9
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The series gives viewers an inside look at the decision making of athlete investors like Chris Paul, Allyson Felix and Travis Kelce
November 8
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The 25 biggest firms in terms of client assets manage a larger amount than the size of any country’s gross domestic product and a third of the world’s total.
November 8
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Employees come and go, but institutional memory must remain intact.
November 8
Orion Advisor Technology -
Brian McLaughlin is the president ofOrion Advisor Technology .Prior to Orion's acquisition in 2022, he was the CEO and co-founder of Redtail Technology, where he worked closely with advisors, broker-dealers and industry partners for nearly two decades.
November 8
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David Wessel of the Brookings Institution talks about his new book “Only the Rich Can Play: How Washington Works in the New Gilded Age.”
November 8
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Cryptocurrency investors would have little time to plan against possible tax increases under legislation advancing in Congress.
November 8
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The midsize firm’s headcount fell for the fourth straight quarter, even as nearly every other key metric expanded from the year-ago period.
November 5
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Jesse Slome is director of the
American Association for Long-Term Care Insurance as well as theAmerican Association for Medicare Supplement Insurance , both of which are headquartered in Los Angeles.November 5
