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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The bank continues to struggle with attrition due to scandals, regulatory scrutiny and a graying workforce.
January 14
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He used client funds money to pay for massages, jewelry and to shore up his wife's failing pet store.
January 14
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Louis Louw is the owner of
Elite Sport Socks . He is passionate about business, technology, and rock climbing. Elite Sports Socks sells personalized socks for sports teams and school fundraisers.January 14
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Bill Wardwell leads the product and business strategies for the Paymode-X Business Solutions line of business at
Bottomline Technologies . He also has responsibility for creating strategic relationships with industry partners, including ERP providers, card networks and fintechs. He has more than 15 years of experience in the technology and banking industry with a focus on business payments and working capital solutions.January 14
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The ace dealmaker oversaw 90 acquisitions in 13 years while at United Capital.
January 14
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David Vogel, who spent five years using data to study the impact of global warming, is starting the fund as pensions and large investors increasingly seek ESG investments.
January 14
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The potential for higher taxes next year may accelerate deals.
January 14
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Failing to pay taxes on side-gig earnings and keeping faulty records of business-related expenses must avoided to prevent an excessive tax burden.
January 14
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Eddie Davis is VP of business development for FINSYNC, a consolidated cash flow management platform focused on helping businesses grow
January 14
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Meghan Henson leads XPO's global human resources organization. She is a seasoned innovator with 15 years of senior experience leading domestic and international human resources operations. Prior to XPO, she served as chief human resources officer for the Chubb Group of Insurance Companies, with global responsibility for workforce support in 54 countries.
January 14
