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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Jack Hooper is the CEO and co-founder of Take Command, a Dallas-based SaaS company that offers health reimbursement arrangement administration. Jack is a founding member of the HRA Council and has served as Chairman of the Board. He is a graduate of the Wharton School of Business and has been featured in The New York Times, BenefitsPro, Dallas Morning News, Bloomberg, and more. His motto? "Health insurance was never meant to be this complicated."
September 9
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Sissi Li is the Senior Data and Analytics Manager of the American Enterprise Institute's Housing Center. Ms. Li works closely with the national mortgage database to translate housing data into unique insights. Her work focuses on mortgage volume and home price trends, as well as mortgage risks.
September 9
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A frequent subject of SEC enforcement complaints and examinations can cause newer firms pain if they don't follow the rules.
September 9
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Matthew R. Lee is the executive director of Inner City Press/Fair Finance Watch.
September 9
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Samantha Russell, chief evangelist of FMG, outlined several strategies to help advisors get noticed during her session Sunday at Future Proof.
September 9
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The Milliman 2025 Retiree Health Cost Index reveals that a 65-year-old couple may need up to $388,000 for medical expenses in retirement.
September 9
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Holly Sraeel is SVP of strategy and content for American Banker Live Media. In her role, she leads content development and execution for American Banker's editorial rankings, including The Most Powerful Women in Banking™, The Most Innovative People in Finance and Innovation of the Year.
She also leads the development of agenda-setting programming for American Banker's live media portfolio, including American Banker ON-CHAIN, Payments Forum, Digital Banking, The Most Powerful Women in Banking Conference, and Small Business Banking, as well as LEADERS and virtual summits.
Follow her on X at @hollybizonthego.
September 9
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Ten financial advisors are offering fresh ideas, making bold career moves and creating deep ties to their communities. Discover how they earned their spot in this year's cohort.
September 9
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After struggling to find work as a transient Army spouse, Monique Street built a career helping military families with their finances, taking their causes to lawmakers across the country.
September 9
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Laurence Whittam is the founder of
Impact Global Solutions , an independent outsourcing consultancy serving CPA firms across the United States. A nationally recognized strategist, speaker, and author, he has been named named a Top 20 Under 40 Influencer by CPA Practice Advisor, and is the co-author of the AICPA Outsourcing Toolkit. He is also the host of the Business Beyond Borders Podcast.September 8
