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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Enrique Perez started helping his immigrant parents with their finances in college. Now an advisor, he wants to do the same for others in similar disadvantaged situations.
August 26
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A Treasury Department spokesperson gave an answer that provides clarity for advisors with affluent clients.
August 25
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The longtime director of investor protection at the Consumer Federation of America could signal an overhaul of Reg BI under the Biden administration.
August 25
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A report by the Center for Retirement Research at Boston College found that a jump in inflation could keep the COLA from meeting the rising costs that retirees face.
August 25
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Aaron Klein will remain CEO and previous investors like FTV Capital will exit in the recapitalization deal.
August 25
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Elizabeth Beastrom is president of
Thomson Reuters Tax, Audit & Accounting Professionals . She oversees the company’s full range of tax and accounting software, services and knowledge solutions for accounting firms of all sizes.August 25
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The board member of LGBTQ Loyalty Holdings and the company CEO discussed a new ETF that uses a four-pronged ESG screen of large cap growth equities.
August 25
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Charles Maniace is vice president of regulatory analysis and design at
Sovos , a global provider of software that safeguards businesses from the burden and risk of modern tax. An attorney by trade, he leads a team of attorneys and tax professionals responsible for all the tax and regulatory content that keeps Sovos customers compliant. Over his 15-year career in tax and regulatory automation, he has provided analysis to The Wall Street Journal, NBC and other outlets.August 25
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Désirée is Ginger’s Chief People Officer. Prior to Ginger, she was CPO at Carrot, where she built and led the company’s human resources function across the employee lifecycle. Prior to this, she led human resources functions at The Permanente Medical Group in San Francisco and BaroSense, a medical device company. Informed by human-centered design principles and data-driven inquiry, Désirée is committed to curating joyful and resilient workplace cultures where employees are empowered to do their best work. Born and raised in Europe, Désirée speaks three languages fluently, and she draws on her culturally diverse background to champion diversity, equity, and inclusion. She is trained in economics and legal studies, and holds a BA in Humanities and a master's degree in Clinical Psychology both from the California Institute of Integral Studies in San Francisco.
August 25
