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.
-
Invent CEO Oleg Tishkevich sits down with Financial Planning reporter Rob Burgess for this Leaders session recorded at ADVISE AI 2025 in Las Vegas.
-
Advisors who reframed strategic decisions shifted investor perceptions of identical financial results, research shows; here's what that means for retirement planning.
November 26
Janus Henderson Investors -
With the rapid growth of the RIA industry, large wealth managers are increasingly finding ways to make money by supporting independent advisory practices.
November 26
-
Whitney Stewart Russell is president of digital solutions at Fiserv.
November 25
-
Dr. Jonathan Thorp is CEO of
Quantum Connections , a leader in the science and practice of relational dynamics and human connection.November 25
-
-
The latest SEC Enforcement Activity report finds that the watchdog agency has only started four regulatory cases against public companies under the current presidential administration.
November 25
-
Mark McDonald is president of
Visual Lease andCoStar Real Estate Manager (formerly Virtual Premise), a wholly-owned subsidiary of CoStar Group. McDonald joined Virtual Premise as a member of the professional services team during the company's start-up phase. He also served as the leader of the field sales team during a multi-year period of hyper-growth, worked to establish implementation partnerships with the Big Four, and has guided numerous Fortune 500 companies through the digital transformation of their real estate portfolios and lease accounting compliance. He currently leads CoStar Real Estate Manager's overall strategy development and operations.November 25
-
Csaba Farkas joined
TMF Group in March 2021 as the head of accounting and tax consultancy services. He is an ACCA-qualified professional with several years of experience at professional services organizations in Budapest and London. He has a strong technical accounting background and, having worked as an interim financial controller in multiple engagements, has significant experience in implementing new enterprise resource planning systems in finance functions and in optimizing finance processes.November 25
-
Scott Susin is the founder of the Center for Mortgage Access. Previously, he served as an economist at the Federal Housing Finance Agency.
November 25
