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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Every independent RIA has unique access to one niche: the prospects in their own ZIP code. Smart advisors can turn that information into a community-based customer pool.
November 19
Axon Capital Management -
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Brady Lochte is the founder and financial advisor at Axon Capital Management, a fee-only fiduciary RIA based in Georgetown, Texas.
November 18
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After years of strong market returns, concern over stretched equity valuations is rising. Could a long-overlooked options strategy be the right tool for the moment?
November 18
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The integration eliminates the need for a third-party intermediary between the two platforms, allowing for a direct connection between financial planning and tax, estate and insurance data.
November 18
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Award-winning writer and editor
Shawn Moynihan is a seasoned insurance journalist, and served as editor-in-chief of both National Underwriter Property & Casualty and Reactions magazine.November 18
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Chris Wilmot is chief financial officer of
Medius . He has more than two decades of experience in analytics and global business strategy, most recently serving as CFO at Qualitest Group. He also held CFO roles at Clarion Events and BT Global Services, driving rapid development and overseeing financial performance internationally.November 18
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The printable PDF includes rankings based on the firms' AUM as well as statistics on each firm's employees, client accounts and financial advisors.
November 18
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Tammy Hahn is SVP of Product for Ignition, the recurring revenue and billing automation platform for accounting firms to transform their sales, billing, and payment processes. A visionary leader with 20 years of product development and leadership experience, Hahn has won multiple awards for product innovation.
November 18
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Fiduciary laws trace their roots to ancient times, but the terms of the Investment Company Act of 1940 and the Investment Advisers Act are still evolving today.
November 18
