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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Brenden Gebben is the CEO of
Absolute Capital Management , a specialized turnkey asset management platform provider offering robust 401(k) management solutions for advisors nationwide.March 24
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Katie L.S. Von Kohorn is a partner at Boston law firm Casner & Edwards, specializing in trusts and estates and exempt organizations.
She serves as trustee of numerous trusts and works extensively on the investment, tax and legal aspects of trusts, as well as with the varied interests of trust beneficiaries.
March 24
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Jump and Zocks have both recently collaborated with independent broker-dealer Osaic and seen growth in their user bases.
March 24
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Financial advisors need to educate themselves on the unique financial issues facing women as they age if they want to better advise their clients, experts say.
March 21
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Sora Finance will continue to operate as a standalone offering for roughly 12 months while Flourish develops a combined deposit and lending solution.
March 21
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Dimitri Dadiomov is co-founder and CEO of Modern Treasury, which builds payments operation platforms for financial services companies.
March 21
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Ahead of Tax Day, annual return filings consume a lot of attention, but advisors and other experts say they pose opportunities for growth and savings as well.
March 21
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A partnership between Citigroup and Silverfern to serve exclusive private equity deals to ultrarich clients collapsed after years of tension and litigation.
March 21
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Presidents have long rushed to take credit for booms and distanced themselves from busts. But Trump's situation is unusual. The risks to the U.S. economy — potentially including stagflation or even recession — are closely linked to his own flagship initiative: a new tariff bonanza due in just over two weeks.
March 21
