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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As Filed co-founder & CEO, Leroy Kerry leverages expertise from scaling some of Europe's fastest-growing fintechs, including scaling Iwoca from a team of 5 to unicorn status to serving as a founding member at Juni. Leroy's experience blends strategic growth, operational scaling, and talent development, uniquely positioning him to transform legacy industries through technology.
December 10
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Christian Greyenbuhl, Chief Financial Officer at Ministry Brands, is a high performing finance leader who brings operations and finance experience through a variety of senior roles in global public and private companies. He was most recently responsible for leading Xplor Technologies' FP&A, M&A, and Investor Relations functions. While at ADP he was the General Manager of Globalview North America; prior to which he held various senior finance leadership roles including SVP Investor Relations. He is both a Chartered Accountant with the Institute of Chartered Accountants of Scotland as well as a C.P.A. Christian has lived on four continents, speaks three languages, and currently lives in Georgia with his wife, four children and their Golden Retriever, Leo.
December 10
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Rethink bonds and hedged funds while prepping clients for a market correction — or worse — in the coming year, counsels the CEO of Toews Asset Management.
December 10
Toews Asset Management -
For the first time in an annual compliance report, FINRA devotes a section to AI risks, including from third-party vendors and scammers.
December 9
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The end of the year provides a rare opportunity for financial advisors to connect with clients and prospects without a pressing reason. Experts say there are tried-and-true methods for making it count.
December 9
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Separate from any transactions involved with succession, financial advisors who want to retire face challenges that make exiting the business difficult.
December 9
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Phillip Toews is the CEO and a portfolio manager of the Toews Funds and Toews Agility Shares ETFs. He is a co-founder of the Behavioral Investing Institute and has appeared on CNBC, Bloomberg TV/Radio, Fox Business News and is quoted frequently in financial publications. His most recent book is "
The Behavioral Portfolio: Managing Portfolios and Investor Behavior in a Complex Economy " (Harriman House 2025).December 9
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