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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From fruit baskets to operations, financial advisors can tap into a range of ideas in a time of remote work.
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John Harris is the CEO and co-founder of CU Benefits Alliance, an employee-benefits credit union service organization.
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Senior Vice President for Predictive Analytics, Research and Product Management, VantageScore Solutions, LLC
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Brian P. Brooks is a former acting comptroller of the currency and CEO of Binance.US.
June 11
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