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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Matthew Commons is CFO at
Transparent Energy . He has more than 25 years of financial executive experience across both public and private equity-backed companies. He also serves as president of Commons Partners LLC.July 10
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As large wealth managers struggle to retain advisors seeking greater independence, Wells Fargo has taken a distinct approach with its FiNet channel. But is the loss of profit margin worth the retention gains?
July 9
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On June 30, the SEC asked for public comments on the regulator's proposed amendments to novel ETFs. About a week in, responses tilt to a hard "no thank you."
July 9
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JD Power's closely watched survey of financial advisors' satisfaction with employee and independent brokerages crowned its perennial winners, with one interesting exception.
July 9
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Ian Drysdale is CEO of One Inc. since 2021. Named one of the top CEOs in insurtech in 2025. Ian brings over 30 years of senior leadership experience from major payments platforms, including Zelis, Elavon, and WorldPay.
Before joining One Inc, Ian was executive in residence at Great Hill Partners, focused on investments and advisory in the financial technology sector. He holds a BA from Bishop's University in Canada and an MBA in International Business from Florida Atlantic University.
July 9
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If you have high-net-worth clients with capital gains, retire the old playbook for qualified opportunity zones. The program is now a recurring planning regime.
July 9
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Pankaj "Romy" Malviya is a renowned technologist, patent holder, and serial entrepreneur with a track record of building transformative enterprise software companies. He is the founder and CEO of Pulpstream, which he established with the
vision to streamline business processes through innovative technology solutions. Malviya's entrepreneurial ventures have consistently resulted in successful exits, with his products being utilized by some of the largest companies in the world.July 8
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In a Q&A, planner Louis Barajas explains how he wrote an interactive guide to building generational wealth and how financial advisors can learn from its universal principles.
July 8
