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.

-

-
Jeff Pappert is director of North American sales and business development of Cygilant.
January 22 -
Todd M. Harper is chairman of the National Credit Union Administration, chairman of the Federal Financial Institutions Examination Council and a voting member of the Financial Stability Oversight Council.
January 22 -
Chet Heughan is senior sales director at AppOne, Inc., an online platform connecting powersports dealers with lenders.
January 22
-
-
-

-

-
David Frankil is the president and CEO of the New Jersey Credit Union League.
January 22
-
Amy Flanary-Smith is special counsel in the Columbia, S.C., office of Parker Poe.
January 22

