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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Kathy Pattillo is a managing partner at executive search and leadership consulting firmBoyden , where she also serves as global practice leader of its financial officers practice. She has over 20 years of experience in executing searches for and consulting with finance-focused C-suite leaders, including CFOs, CAOs, CIOs and functional leaders in finance.September 18
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The latest revision to state regulators' guidelines for non-traded real estate investment trusts could change who can invest and how advisors can recommend the products to clients.
September 18
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Nicky Brown is vice president of public policy and government affairs atHealthEquity. Her 20+ year career has focused predominantly on the benefits space in implementation, compliance, and advocacy.September 17
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Larry Mohr, CPA, MBT, is a tax principal with
Baker Tilly 's not-for-profit practice. He has 35 years of experience providing tax-related services for not-for-profit organizations.September 17
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New Fidelity research reveals how university professors approach retirement differently, offering key insights for financial advisors.
September 17
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Attorneys and other compliance experts say it's important that financial advisors greet any type of negative feedback with a thoughtful response — especially if it could turn into a legal matter.
September 17
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After right-wing activist Charlie Kirk was killed, some workers found out the hard way that personal social posts had professional consequences. Experts say the time for firms to strengthen policies is now.
September 17
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The music superstar and Kansas City Chiefs football player together would have a vast fortune and are likely to need expert tax and financial planning advice.
September 17
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Nancy Beaton, President of Uphold U.S. and CRO/CMO of Uphold Ambre Soubiran, CEO, Kaiko Raghav Chopra, Managing Partner, Tephra Digital Moderator: Holly Sraeel
