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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Surjit Chana started his 30-year career in the tech sector at IBM. He is a Harvard advanced leadership fellow and board director at Beneficial State Bank and Bancorp.
March 5
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The bank exited the $1.95-trillion asset cap last year, but it had remained subject to the rest of the eight-year-old order.
March 5
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Financial advisors who are curious about vibe coding have many free or relatively cheap options to help them get started.
March 5
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AI is allowing advisors to build custom tools and processes without deep knowledge of coding. Still, some guardrails will be necessary to keep compliant.
March 5
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Sarah Donahue serves as Vice President of advocacy operations at Health Advocate. She brings over 25 years of experience in healthcare benefits, including 19 years with Health Advocate. In her current role, she oversees a team of more than 250 professionals across advocacy operations, claims and appeals, and care coordination. Sarah has extensive experience managing large-scale client implementations and driving operational excellence.
March 4
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Snow Pine Private Wealth is the latest in a string of advisory groups to jump from UBS to Wells Fargo.
March 4
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The lawsuit claims ShinyHunters, a prominent cybercrime group behind breaches at other wealth firms, exposed personal information after its ransom demands were refused.
March 4
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Jeff Kroeger is President of
Insureon , bringing nearly 20 years of commercial insurance experience and deep expertise in small business insurance. He assumed the role following HUB International's acquisition of Insureon in 2022 and leads the company's strategy across customer acquisition, product, technology and agency operations.March 4
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The sales pitch that private equity funds outperform publicly available investments is drawing much more skepticism. Here are the murky signals in the sector.
March 4
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Darryl Cohen faces a maximum of 20 years in prison for fraudulently persuading professional atheletes to buy insurance policies at massive markups.
March 4
