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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Emma Bienias is managing director of
Stout , a global advisory firm specializing in corporate finance, accounting and transaction advisory, valuation, financial disputes, claims, and investigations. She has a background in performing valuation engagements for various purposes including financial reporting, tax valuations, business reorganizations, pre-acquisition diligence, post-acquisition disputes, fairness and solvency opinions and other management planning and corporate-related matters. Emma has experience providing expert litigation support for analyses of economic damages resulting from the infringement or misappropriation of intellectual property rights. She has performed damage analyses that included consideration of unjust enrichment, loss profits, and reasonable royalty. Emma also combines financial, market and competitive information to value intellectual property for a variety of objectives such as regulatory compliance, licensing and sale transactions, and securing financing for corporate acquisitions and expansion.August 4
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Alessio Alionço is the founder and CEO of Pipefy, a leading process management and AI platform. Brazilian-born Alionco is a high-impact global leader and has grown Pipefy from its founding in 2015 to a company with hundreds of customers worldwide. Pipefy delivers a business process automation platform that improves productivity and efficiency, centralizes data, and standardizes processes for teams in insurance.
August 4
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Employees aren't saving enough for retirement or for the costs associated with healthcare and caregiving needs.
August 4
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Amy is the chief people officer for Lucet. She leads a team of HR professionals and provides business partnerships to drive people strategy, talent acquisition and management, learning and engagement, and total rewards. She is also an executive sponsor of the Lucet Impact & Responsibility Council.
August 3
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AI-powered simulation sandboxes are transforming how wealth managers and RIAs engage clients.
August 1
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In a record-setting bull market, the products offer investors a straightforward way to protect against downside risk. But not all financial advisors are convinced of their utility.
August 1
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Also this week, the tech-driven RIA Farther boosts its AUM total to over $13 billion with a recruiting blitz, Mercer adds an RIA with more than $1 billion in assets and Cresset fills out its C-suite.
August 1
