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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Total assets held by the central bank rose to a record $7.04 trillion in the week through May 20.
May 22
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Jimmy O’Reilly is a senior associate at Novarica. Prior to joining the firm, Jimmy worked in financial planning and wealth management. He has a BA in Economics and a Creative Writing Certificate from Wesleyan University. He can be reached directly at
joreilly@novarica.com .May 22
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Paul Legutko is Vice President of Digital Marketing and Analytics at Novarica. Paul has 20 years of experience in research and analysis, specializing in designing and applying analytical solutions to a wide range of data sets and problems. After nine years in digital analytics consulting, Paul spent five years as a senior manager at Ernst & Young, focused on activating customer data within marketing and business strategy contexts. Prior to joining Novarica, Paul led Business Intelligence at Hill Holliday. Paul holds a PhD from the University of Michigan and a BA from Harvard University. He can be reached directly at
plegutko@novarica.com .May 22
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Jerad Bjugstad is senior director of real estate demand generation for PenFed Credit Union.
May 21 -
Advisors typically take most of their clients with them when they go independent, but not all of them do.
May 21
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Once derided as fringe and unsustainable, advisors are finally accepting the business model.
May 21
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One defecting advisor says she was lured by better technology and because at her new employer, “It’s about the people and not just the numbers.”
May 21
