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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Pending the confirmation of Trump-appointee Paul Atkins, acting chair Mark Uyeda is pushing back effective dates for pending rules and curtailinig crypto regulation.
March 18
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David Dassler is a teaching assistant professor in the University of Denver's
Daniels College of Business School of Accountancy. He brings over 32 years of accounting and finance experience to the classroom — working for firms including Xcel Energy, US West and PricewaterhouseCoopers. He previously taught at Daniels from 2012 to 2022 as an adjunct professor for the professional and executive MBA programs. He is a Colorado native and a Daniels alumnus, having earned his MAcc and BSAcc degrees in 1990. He is an active licensed CPA in the state of Colorado and holds the Chartered Global Management Accountant designation from the American Institute of CPAs.March 18
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It's still not taking financial advisors' jobs, but the tasks it's taking on in the wealth space are expanding.
March 18
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Not long after announcing a new set of services for high net worth clients, Edward Jones rewards CEO Penny Pennington with a $29 million compensation package.
March 17
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Whitney Parker Mitchell is Arizent's Chief Marketing Officer, where she leads the marketing, product, and data teams in advancing the company's mission to deliver cutting-edge industry insights, elevate leaders, and build thriving communities.
With deep expertise in fintech, regtech, and cybersecurity, Whitney has driven innovation throughout her career in B2B marketing. As the Owner and Founder of Beacon, she transformed it from a solo venture into an award-winning B2B marketing agency with over 20 professionals, recognized on the Inc 5000 list for three consecutive years. Whitney's diverse career spans national security, tech startups, and global risk management, where she has guided over 200 firms on strategic marketing, branding, and lead generation.
She holds a Master's in International Relations focused on National Security from Syracuse University and a Bachelor's in Political Science from Boise State University.
March 17
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Rather than a book on his investing philosophy, the longtime advisor offers the lessons that have made him "less stupid" over the years.
March 17
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While actively managed ETFs may promise higher returns, passive ETFs are still an attractive option for investors.
March 17
