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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Christopher Haigh, founder and CEO of Iconoclastic Capital, isn't afraid to speak his mind — or to change his burgeoning firm's tech stack when necessary.
September 5
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Teal Henderson is founder and CEO of Bones Investment Group, a private commercial real estate fund focused on wealth preservation and growth for professional athletes.
September 5
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Kunju Kashalikar is vice president of product management at Pentaho with deep expertise in product development, data management and AI/ML technologies. Kashalikar has a proven track record of delivering products and solutions in the hybrid cloud in data management and Edge, leveraging design thinking.
September 5
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Americans are searching for financial advisors at record levels, reflecting growing market uncertainty and opportunity for advisors to attract new clients.
September 5
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Lawmakers introduced two pieces of legislation to completely eliminate taxes on Social Security benefits and extend the premium tax credits for health insurance for one year
September 5
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Also this week, Wells Fargo recruits from LPL, RBC and TD Private Wealth, and Corient moves overseas in a deal that doubles its AUM.
September 5
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Even after more than three years of Republican-led attacks against environmental, social and governance investing, the strategy is still "extremely important," according to RBC BlueBay Asset Management.
September 5
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The technology can sift through large data sets at a rapid clip, which means advisors need to be proactive about documentation, self-examination and implementation of AI as infrastructure.
September 5
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Mark Piszko, CPA, is a partner at
PKF O'Connor Davies . He has nearly 40 years of experience in providingauditing and consulting services to a wide variety of not-for-profit entities, including charitable organizations, religious entities, educational and cultural institutions and social services agencies that receive government funding. He is the partner-in-charge of the firm's not-for-profit practice area and is the firm's quality assurance partner for single audits.September 5
