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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Jasmin Guthmann is a strategist, storyteller, and executive leader operating at the forefront of business transformation and modern technology. As Community Chair and former Executive Board Member of the MACH Alliance, she empowers organisations to cut through complexity and drive tangible outcomes through clarity, creativity, and composable thinking.
June 24
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Saying nothing is a dealbreaker. An RIA founder shares proven marketing strategies to show sincere support for LGBTQ goals.
June 24
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Charity Karanja is an attorney at Butler Snow LLP in the Public Finance, Tax Incentives and Credit Markets Group. She holds the Development Finance Certified Professional (DFCP) designation through the Council of Development Finance Agencies (CDFA). She is recognized as one of The Bond Buyer's 2025 Rising Stars and has the distinction of being one of six women in the nation named to the 2024 Class of the Caren S. Franzini Fellowship, a merit- based program by the CDFA Foundation, recognizing outstanding women in development finance for their leadership and dedication to the advancement of the industry.
June 23
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Tray Hairston is an attorney at Butler Snow LLP in the Public Finance, Tax Incentives and Credit Markets Group. He holds the Certified Economic Developer (CEcD) designation through the International Economic Development Council (IEDC) where he serves on the Board of Directors. He is recognized as one of The Bond Buyer's 2018 Rising Stars and has structured more than $3 billion in transactions.
June 23
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Millennials and Generation Z, as they begin accepting generational wealth, show a growing preference for tax-advantaged donor-advised funds.
June 23
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BNY Pershing declined to state the size and fees of its clearing and custody business with RIAs and other wealth management firms. But that's hardly unique in a channel of the industry with shrinking margins.
June 23
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Some advisors say they already have a hard enough time explaining what a fiduciary is under federal law and that NAPFA's new definition for fee-only planners will only add to the confusion.
June 23
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Claiming Social Security early might seem counterintuitive for the ultrawealthy, but one advisor says that when the benefits are used to fund life insurance in an irrevocable trust, the strategy could pay off for heirs.
June 23
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Lindsey Young is the founder of Quiet Wealth, a financial planning and investment management firm that focuses on serving LGBTQ professionals and retirees.
June 23
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Michael Streit is the president of Ivans. With nearly a decade of experience in private equity operations and an MBA from Harvard Business School.
June 23
