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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Troy Pospisil is founder and CEO of InCloudCounsel, a legal technology company.
February 25
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Debbie Gamble is chief innovation officer of labs and new ventures at Interac Corp.
February 25
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Aside from income taxes, retirees will also pay consumer taxes and may face a 3.8% Medicare surtax.
February 24
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The software giant’s offer comes as many fintech companies are becoming established enough to go public.
February 24
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