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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Jeremy Ung is chief technology officer at
BlackLine . He has over 20 years of experience in software engineering, spanning development, product management and engineering management. He most recently served as CTO at AI-powered technology financial management software leader Apptio, leading the engineering, operations and global support teams. Before joining Apptio in 2019, he spent three years in leadership positions at Amazon Web Services. Before that, he held various senior program and software management roles at Microsoft and MDA, a satellite and geo-intelligence pioneer.July 7
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Rajiv Matta is the Chief Innovation Officer at Lilypad Insurance. Matta has more than 20 years of experience in specialty insurance across carriers, reinsurers and managing general agencies, and he most recently served as chief innovation officer at Millennial Specialty Insurance, a technology-focused MGA within The Baldwin Group, where he worked on product launches and program development. Before that, he led the international property and specialty business at Assurant, overseeing seven product lines across 12 countries for the Fortune 300 insurer.
July 7
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Earl Shaw is Chief Information Officer at Renaissance. He brings more than 25 years of technology leadership in insurance and is leading Renaissance's multi-year effort to modernize its core systems, unify policy, claims, billing, and data, and build a more responsive experience for brokers, employers, and members.
July 7
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Texas, USA, July 7th, 2026, FinanceWire
July 7
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Robert Crossley is Franklin Templeton's global head of industry and digital advisory services, providing advisory consulting and thought leadership on the future of the investment and wealth management industry, including strategic innovation, digital assets and industry trends. Rob's teams' research provides an in-depth perspective on how the future is changing, the dynamics underpinning it, and the strategic significance for firms today.
July 6
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The federal scholarship tax credit is set to take effect on Jan. 1, 2027, with proposed regulations expected by the end of September.
July 6
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As AI becomes increasingly integrated into RIAs and the financial planning industry, here are what advisors said can never be replaced by technical advances.
July 6
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For financial advisors, the surge in new wealth highlights continued opportunity for those targeting prospects coming into sizable sums of money.
July 6
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Even though RIAs reached a record size in four important metrics, experts say equity values are masking weaknesses in their organic growth.
July 6
