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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Thomas Rauschen is Global Industry Lead for CGI's insurance sector, where he helps strengthen the company's role as a trusted partner to insurers worldwide. With 20+ years of leadership experience across financial services, insurance and consulting, he brings deep expertise in strategy execution, business transformation, and operational excellence — guided by a strong focus on technology innovation. Drawing on a global perspective shaped by work across property and casualty, life and health, reinsurance, and brokerage markets, Thomas delivers strategic insights that help clients achieve measurable results.
December 26
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Treasury Secretary Scott Bessent outlined how Trump accounts could be opened, managed and used for children's savings and future retirement. Here's what advisors should know.
December 26
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Madhu Nadig is the co-founder and CTO of
Flagright , a provider of transaction monitoring and AML compliance software.December 26
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Rockefeller becomes the latest firm to benefit from a steady stream of advisor defections from UBS this year.
December 26
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The IRS Criminal Investigation unit cited its top cases that led to multiyear prison sentences and multimillion-dollar financial settlements for tax crimes.
December 26
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These are the stories and issues that readers gravitated to in the last year.
December 26
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Unlike equity investors, who must plan around the 31-day exclusion window, cryptocurrency holders can sell and repurchase in the same session.
December 26
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Monetary policy remains the key to the markets. The Federal Open Market Committee predicts one rate cut in 2026, but the panel will get a lot of data before
