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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Michael Ramos is the founder and managing partner of
MRA Learning , a full-service learning and development consulting firm that specializes in curriculum design and custom learning solutions. Reach him atmramos@mralearning.com .April 21
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Zac McClure is the co-founder of
TokenTax , prior to which he spent his career in international finance and accounting spanning JPMorgan, Imprint Capital, Bain and Elsevier. He has worked in over a half-dozen countries and received his MBA from the UPenn Wharton School and BS’s in both Accounting and International Finance from the University of Southern California.April 21
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Financial advisors choose technology the way cyclists pick out their rides, Riskalyze Managing Director for Enterprise Services Dana Rhodes explains in a Financial Planning podcast.
April 21
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The firm is hosting virtual meetings with prospective hire as it seeks to further its growth.
April 21
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Noah Wilcox, a fourth-generation community banker, is president, CEO and chairman of Grand Rapids State Bank and its holding company, Wilcox Bancshares, both based in Grand Rapids, Minn; and president, CEO and chairman of Minnesota Lakes Bank in Delano, Minn. He is also a director at BankIn Minnesota, a state trade association. He is a former chairman of the Independent Community Bankers of America.
April 21
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