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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Bob Fraser is the co-founder, CFO and chief macro strategist at Aspen Funds. An author, entrepreneur and podcast host, he is passionate about expanding access to institutional-caliber opportunities traditionally reserved for family offices and ultrawealthy investors.
July 31
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Rodrigo Tumaián is co-founder and co-CEO of Prometeo, the largest open banking platform in Latin America.
July 31
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Nearly 110 other advisors have left the boutique Commonwealth since April for firms including Raymond James, Purshe Kaplan Sterling, Cambridge Investment Research and Kestra.
July 31
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The One Big Beautiful Bill Act presents some complexities for wealthy families, alongside its extension and expansion of provisions in the Tax Cuts and Jobs Act.
July 30
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The Swiss financial giant also saw its assets flow out of its Americas business in the second quarter as advisors left and clients set aside billions for taxes.
July 30
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After a difficult start to the year, Stifel reported a strong second quarter, with record AUM and net revenue figures for its wealth management division.
July 30
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Zorana Milovanovic, MBA, is a senior accountant specializing in ERP implementation, financial systems optimization and compliance in high-growth, regulated environments. She has supported end-to-end system transitions, often acting as a liaison between accounting, IT and audit teams. With business degrees from both the U.S. and Europe, she brings a cross-cultural perspective to internal controls, SOX readiness and policy design.
July 30
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So-called pig butchering schemes, in which victims are tricked into sending money to scammers, are on the rise.
July 30
