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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Angela Abbott has spent over 20 years in the billing and payments industry and has dedicated more than half of that time to the insurance market. In her current role as AVP, Insurance at InvoiceCloud, Angela works closely with carriers and providers to ensure successful integrations of InvoiceCloud's cutting-edge electronic bill presentment and payment solution.
April 23
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Rajat Dubey is an accomplished cybersecurity professional with 14+ years of experience in IT security, cyber strategy, risk advisory and security compliance for the insurance, banking & financial industries. He holds Masters of Engineering in Cyber Security-Policy and Compliance from The George Washington University, Washington D.C and a Master of Business Administration from Rotman School of Management - University of Toronto.
April 23
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While AI search tools have the potential to provide advisors with additional time to spend with clients, experts say query results should be reviewed with a skeptical eye.
April 23
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Dan Luthi is a partner at
Ignite Spot Accounting Services and adjunct professor of accounting atUtah Valley University .April 23
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See which firms are paying advisors with $1 million in annual revenue the most.
April 23
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Aneri Jambusaria, among other LPL executives, plans to offer a bevy of support services to advisors of the soon-to-be purchased Commonwealth Financial Network while maintaining its small-firm feel.
April 22
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As a subscriber to Financial-Planning.com, you can earn up to 12 hours of CE credit from the CFP Board and the Investments & Wealth Institute.
April 22
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A month into his new job, Triad Wealth Partners' chief technology officer Quin Kilgore is looking to build proprietary platforms and leverage AI tools to more than double the firm's AUM.
April 22
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Deven Sanghavi has completed his bachelor's in accounting from the University of Mumbai and a master's in finance from CUNY Baruch College. He brings strong experience in the field of public accounting by having worked at a Big Four firm. He currently is working in an investment firm.
April 22
