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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Investment management alone is insufficient for many firms, who view at least some level of financial planning to be essential.
April 2
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Wenzel R. Reyes is a senior audit executive and technology leader with over 20 years of experience across public company audits, regulatory compliance, and global standard setting. He previously held key roles driving audit quality and methodology at PwC Canada and PwC UK, where he contributed to the development of global auditor reporting standards and led firmwide audit transformation initiatives. Now serving as senior director of methodology and audit solutions at MindBridge, he helps firms harness AI and analytics to modernize audit execution, enhance quality, and meet evolving regulatory expectations. He is a recognized speaker on the future of assurance and data-driven audit innovation.
April 2
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A sizable increase to the current $10,000 limit on SALT write-offs would represent a major victory for a crucial group of swing-district House Republicans.
April 2
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Many advisors overlook held-away workplace retirement accounts, unaware that a rollover isn't a prerequisite for professional management.
April 2
Absolute Capital Management -
Frank Pennachio is the co-founder of Gaffney Hill Consulting and author of The Silent Danger
April 1
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Jenn Graham is the Founder and CEO of
Inclusivv , dedicated to helping organizations transform from a culture of monologue to a culture of dialogue. By providing facilitator training and structured peer-to-peer conversations, Inclusivv helps leaders harness the power of conversation to shape environments where respect, trust, and creativity flourish. Since founding Inclusivv, Jenn has built a digital platform, a content library of over 50 topics, and a variety of trainings that have enabled tens of thousands of people to gather for conversations around the world – both in person and online on the most important issues of our time.April 1
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UBS contends the nearly $70 million in punitive damages it has been ordered to pay a wealthy Iowa family are not justified under federal or state law.
April 1
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Advisors have all the most sophisticated cybersecurity applications available on the market, but experts say they can't stop the biggest weakness out there.
April 1
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Bradley Niedzielski is an audit and assurance partner at
Deloitte & Touche LLP based in Deloitte's New York office who has served a variety of complex global financial services clients across both the public and private sectors for over 20 years.April 1
