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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The top Democrat on the Senate Finance Committee wants information about whether the IRS has done any audits or investigations of Epstein's tax planning work.
July 31
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Jeff Wilcoxon is the Senior Strategy and Corporate Development Principal for VIU by HUB. He drives broader enterprise-level strategic partnerships for VIU, helps source and drive acquisition prospects that align with the VIU strategy, and develops strategies that help further position VIU to enhance its value proposition as a modern digital broker.
Prior to VIU by HUB, Jeff held leadership roles in corporate strategy and strategic partnerships at Nationwide Insurance. Other experience includes leading global consumer insights on the connected car strategy team at General Motors, strategy and operations consulting at Accenture, and various other roles in banking and consulting. Jeff is also an entrepreneur and co-owner of a fifth-generation family ice cream business where he assists with strategy, marketing, and financial planning in his spare time.
July 31
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If brands want to be remembered fondly by event attendees, experts say items with long-term usefulness outweigh cheap throwaways every time.
July 31
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Bob Fraser is the co-founder, CFO and chief macro strategist at Aspen Funds. An author, entrepreneur and podcast host, he is passionate about expanding access to institutional-caliber opportunities traditionally reserved for family offices and ultrawealthy investors.
July 31
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Rodrigo Tumaián is co-founder and co-CEO of Prometeo, the largest open banking platform in Latin America.
July 31
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Nearly 110 other advisors have left the boutique Commonwealth since April for firms including Raymond James, Purshe Kaplan Sterling, Cambridge Investment Research and Kestra.
July 31
