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In|Vest West 2018 Direct

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. For more, please see: InVest Conference.

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Invest West | Direct
  • Ken Brock

    Ken Brock is director of operational risk management for PenFed Credit Union

    July 27
    Ken Brock, director of operational risk management for PenFed Credit Union
  • Fixed income
    Bond funds with the biggest 10-year net flows

    Despite besting the broader market over the long-term, those at the top have underperformed in the first half of 2020.

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    By Andrew Shilling
    Manager, Editorial Operations
    July 27
  • Wealth Think Tax loss harvesting, Roth conversions among opportunities as markets gyrate

    Many clients have seen the value of their investment accounts drop, making this a good time for planners to prove their value

    July 27
    Steve Gilbert
    Steve Gilbert
    Prudential Financial
  • Steve Gilbert

    Steve Gilbert is director of advanced planning at Prudential Financial

    July 27
  • John Grogan

    John Grogan is executive vice president and Chief Product and Innovation Officer for Northwestern Mutual.

    July 27
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  • Regulation Best Interest
    Goodbye Reg BI? Democrats vow tougher advisor regulation

    The party’s draft party platform criticizes lax standards implemented by the Trump administration, and vows to strengthen Social Security.

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    By Andrew Welsch
    Former Managing Editor
    July 27
    Former Vice President Joe Biden, 2020 Democratic presidential candidate, smiles during a campaign event in Detroit, Michigan, U.S., on Monday, March 9, 2020. Biden said that he would be a bridge to a new generation, restoring the country’s values following Donald Trump’s presidency and then leaving the country to younger leaders. Photographer: Erin Kirkland/Bloomberg
  • ESG
    Disability rights gain traction among ESG investors

    At the height of pandemic-related job losses, 18.9% of Americans with disabilities were unemployed, data show.

    July 27
    COVID-19 has highlighted disparities for people with disabilities.
  • Sheryll Yee

    Sheryll Yee is a retirement consultant at Commonwealth Financial Network. Yee assists affiliated advisors and home office staff with information and insights on retirement-related topics, including IRAs, qualified plans regarding IRS rules and regulations, retirement planning and product selection.

    July 27
  • Impact investing
    Impact-investing boom gives funding jolt to $1T asset manager

    A typical investment for Nuveen's $5.8 billion impact investing unit these days ranges from $20 million to $60 million, says its co-head.

    July 27
    Mutual fund and ETF expense ratios have reached their lowest levels since Morningstar began tracking fees 18 years ago.
  • Jay Choi

    Jay Choi joined Qualtrics in January of 2016 and is currently the Executive Vice President of the Employee Experience business. At Qualtrics, Jay has led several key initiatives including category creation, pricing / packaging, and GTM strategy. Prior to joining Qualtrics, he served 16 years in executive roles with Deloitte, 3M, and Danaher. Jay earned his Bachelor’s degree in Computer Engineering from the University of Michigan and his Master of Business Administration in Marketing, Finance and International Business from the Kellogg School of Management at Northwestern University.

    July 27
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