In|Vest West 2018 Direct

Slava Orekoff, co-founder and CEO of Numica, is a serial entrepreneur and global executive. He ran a $500 million P&L and spent over a decade at SAP, the world's largest enterprise software company, rising to senior vice president. He first built accounting software at the age of 17 and now brings more than 25 years of experience across business, accounting and technology. He holds an executive MBA from Stanford GSB and master's degrees in physics and economics, and is a mentor at the Stanford Venture Studio.

Managed accounts are associated with higher employee contributions in defined-contribution retirement plans, the research firm found. Advisors working on employer plans might want to take note.

The conference's third year follows advisor and firm journeys as the wealth management industry more fully moves from AI experimentation to everyday use and advanced applications.

Nilmini Rubin is the chief policy officer at Hedera.

RIAs who work with Charles Schwab have long worried Schwab competes with them for business. Could Vanguard's pending purchase of Altruist put Altruist RIAs in the same position?

Jackson Fregeau is the CEO and co-founder of Quandri, the AI platform for insurance operations, serving hundreds of brokerages and agencies across North America. He co-founded the company in 2021 with his brother after seeing firsthand how the data-intensive, manual work embedded in agency operations was defining the ceiling on what the industry could deliver. Quandri pairs broker expertise with insurance-native AI speed and intelligence to create a new operating model that increases capacity, strengthens client relationships, and enables teams to operate more efficiently at scale.

Ed McFadden is the senior vice president for communications at the American Financial Services Association.

Some midsize firms joined three giants of the industry in surpassing their peers among independent brokerages, in terms of the percentage increase in their average payouts per financial advisor last year.

Kara Clark, FSA, is a Senior Research Actuary at the Society of Actuaries Research Institute, focusing on mortality and longevity and their implications for the life insurance industry.
She brings over three decades of actuarial and leadership experience across consulting, industry, and professional organizations. Most recently, she was a Partner at Oliver Wyman, advising on risk modeling, value-based care, and health strategy, informing her perspective on healthcare drivers of mortality.

Her work emphasizes practical, research-based insights for actuaries and industry leaders. She holds an MBA from Northwestern University and a BA in Economics from the University of Illinois Urbana-Champaign.

Marketing materials rife with rote industry clichés can undercut an advisor's best pitch to prospects — their authentic voice.