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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Arun Prabhakar serves as global head of professional services, HiTech business unit, at TCS.
October 26 -
Atul Jagnale serves as head of UK & Europe, digital & enterprise transformation, HiTech business unit at TCS.
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Complicating socially conscious investing is the fact the SEC doesn’t regulate how the category’s labeling is applied.
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Colleen Pappas is vice president of innovation and transformation for Alight Solutions.
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Karen Frost is vice president of health strategy and solutions for Alight Solutions.
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In the first episode of the five-part documentary series, we look at how disparities in net worth and mortgage discrimination impact Black home ownership — and why it's impossible to close the gaps without attacking systemic racism.
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Andrea Orr is a member at Bass, Berry & Sims PLC. She represents clients in a wide range of corporate and transactional matters, including mergers and acquisitions, private equity financings, securities offerings, securities law compliance, and general corporate governance. She is also a regular contributor of the firm’sSecurities Law Exchange Blog , which features commentary and practical insight on SEC updates for publicly traded companies. Reach her ataorr@bassberry.com .October 24 -








