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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Michael He is a Senior Director at Simon-Kucher, where he is focused on helping insurance and Insurtech companies accelerate growth by refining their pricing, sales, and go-to-market strategies. With over 17 years of experience spanning financial institutions, insurance, and technology, he is a strategic leader in AI/ML transformation, sales, data, and pricing. Michael guides clients through industry shifts, helping them harness data-driven insights to make smarter, more strategic decisions. His expertise lies in translating complex analytics into actionable strategies that drive sustainable profitability and competitive advantage. Michael holds both an undergraduate degree in Economics and Computer Science, as well as an MBA in Corporate Finance and Accounting from the University of Rochester.
March 9
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Lera Kooper serves as chief operating officer and equity partner at
Accountability Services . Drawing on her background as a business owner and her dual degrees in accounting and supply chain management from Central Washington University, she helps clients understand how financial data and strategic planning work together to unlock growth.March 9
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The payouts come as UBS nears completing its integration of Credit Suisse, which it bought in 2023.
March 9
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The spring media buy for the CFP Board's ad push to increase public trust in and visibility of certified financial planners will cost $14.6 million and run to May 17.
March 9
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The members of the "Patriotic Millionaires," who include a Disney heiress, argue that rich residents can afford paying more into city coffers.
March 6
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Ranjit Rao is a finance and enterprise performance leader and principal in
Deloitte Consulting LLP , with more than 20 years of experience leading large finance transformation programs focused on finance strategy and operations.March 6
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Ed Hardy is a partner and serves as the U.S. finance services leader at
Deloitte , where he helps CFOs and finance leaders prepare for what's next and navigate change. He has been with the firm and serving clients for more than 30 years, working across industries, services, risk management capabilities and innovations.March 6
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Janet King is Senior Vice President of Content Strategy at Arizent, where she leads custom research and thought leadership initiatives serving the financial services industry. She specializes in translating audience insights into data driven storytelling that helps firms strengthen strategy, engage advisors and drive measurable business impact. Janet has held senior research and insights roles at Arizent, IDG and HIMSS.
March 6
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Ryan Frazier is the co-founder and Chief Executive Officer of Arrived, a financial technology platform that empowers investors with the opportunity to build wealth through modern real estate investing.
March 6
