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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When Tony Blagrove, founder and CEO of Traveka Wealth in Los Altos, California, started his independent RIA 18 months ago, his first order of business was being an "early adopter" of these emerging tools.
July 28
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Astrid Malval-Beharry is the Founder and President of
StratMaven , a boutique strategy consulting and M&A advisory firm specializing in the intersection of P&C Insurance and Technology. With over 20 years of experience in growth strategy and M&A, she partners with insurance providers, solution vendors, and private equity firms to drive innovation and value creation in the InsurTech sector.July 28
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Suzanne M. Holl, CPA, is executive president of Loss Prevention Services with
CAMICO . With more than 30 years of experience in accounting, she draws on her Big Four public accounting and private industry background to provide CAMICO's policyholders with information on a wide variety of loss prevention and accounting issues.July 28
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A rise in gray divorce presents distinct planning challenges for advisors. A majority of married Americans say that a divorce would derail their retirement plan, a new Allianz Life study found.
July 25
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Kurt Schacht is the executive director of the CFA Institute Systemic Risk Council. During his tenure he has overseen CFA Institute's global policy research, standards and government relations in New York, London, Brussels and Hong Kong. He managed the activities of the Global Investment Performance Standards, the CFA Institute Asset Manager Code and the Financial Analysts Journal.
July 25
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Olivier Fines, CFA, is head of advocacy and policy research for EMEA at the CFA Institute. He leads the effort in researching and commenting on the major trends that affect the investment management industry as well as changes to the profession and policy and regulatory developments.
July 25
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SmartAsset launched a basic calculator to explain the benefits of comprehensive planning in dollar terms that any prospect could understand quickly.
July 25
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Around 10% of advisors anticipate transitioning their practice this year, either through consolidation or individual decisions to move firms, according to a new Cerulli study.
July 25
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As advisors continue to exit UBS for rival firms Merrill, Ameriprise and Raymond James, EP Wealth completed a major acquisition.
July 25
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