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 Brandon Ross sought to build an independent firm from the ground up, he realized integrated tech would be key.
July 15
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David Peters is the Director of Underwriting Strategy at Bestow, where he leads innovation in risk assessment for life insurance. Previously, he worked at a major life insurance carrier, focusing on analytics and automation. He holds multiple designations, including FALU, FLMI, AIRC, and ARA. David has a Master's degree in Behavioral and Economic Science from the University of Warwick and a Bachelor's degree in Economics from the University of Nottingham. He currently resides in Virginia with his three sons.
July 15
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Karl Roessner is CEO of Vestmark, a wealth management software and service provider.
Prior to joining Vestmark, he served as CEO of Lefteris Acquisition Corporation, a special purpose acquisition company focused on the fintech arena. Previously, he served as the CEO and a member of the Board of Directors of E*Trade.
July 15
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The Bureau of Labor Statistics said the consumer price index rose to 0.3% in June to an annualized rate of 2.7%, making the case to cut interest rates more difficult for the Federal Reserve to justify at its next meeting later this month.
July 15
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As the Global People Leader at Rocket Lawyer, Megan leads the talent philosophy and strategy for a company that provides online legal services and documents to millions of users around the world. With over 16 years of experience in the HR field, Megan has a passion for building high-performance cultures that support the company's mission to make access to justice affordable and simple. Megan's core competencies include talent strategy, rewards and recognition, HR operations, talent development, and leadership development.
July 14
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Take a buyout or risk a later layoff? As more federal employees find their jobs in the crosshairs, financial advisors say they're navigating a complicated and uncertain path forward for their clients.
July 14
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The Trump megalaw's expansion of opportunity zone credits and other investment approaches comes with caveats based on timing and taxes.
July 14
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Gulzar Singh is a U.K.-based global banking and digital transformation leader with 30+ years of experience in leadership roles at international banks across the U.K. and India. He holds a Ph.D., an MBA and has completed executive education at MIT.
July 14
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Experts say that while high dividends can be appealing on the surface, there are many other factors to consider when evaluating a stock.
July 14
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Jessica Jones-Langford is the group accounting manager at
Ximplifi , where she leads a QuickBooks accounting team. With over a decade of experience in nonprofit and corporate accounting, she brings a strategic mindset to designing scalable workflows, optimizing financial operations, and delivering accurate reporting tailored to each client's needs. She also plays a key role in driving onboarding, overseeing daily operations and continuously refining team workflows to maintain high service standards.July 14
