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.
-
-
Gary Shamis is the principal of Winding River Consulting, as well as co-founder and host of the Winning Is Everything Conference, and the author of "Building Blocks" and "How to Manage Your Accounting Practice." A serial entrepreneur, he built a Top 100 Firm, and co-founded The Advisory Board.
Ilana Isakov Katz is a consultant at Winding River Consulting and a principal at the Marketing Communications Consulting Group. An award-winning marketing professional, she was previously marketing director at a Top 100 Firm for over a decade.
February 10 -
Two prominent female advisors are joining forces to target first-generation wealth builders.
February 10
-
-
A chance phone call and breakfast changed these advisors’ career trajectories.
February 10
-
-
-
-
The bank's asset management arm will introduce products “where they exhibit efficiency advantages over index funds.”
February 10
-
It took Credit Suisse’s chairman 19 meetings to woo Tidjane Thiam and one board meeting to say goodbye.
February 10
