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.
-
Crystal Darling serves as Senior Director of Retail Tech Services at ReSource Pro, bringing more than 28 years of comprehensive insurance industry expertise. Her career spans key roles across insurance agencies, carriers, and insurtech companies, providing her with a unique, 360-degree perspective on the industry's challenges and opportunities.
At ReSource Pro, Crystal partners with clients to unlock new growth opportunities and enhance operational efficiency through strategic technology solutions. Her hands-on approach and commitment to client success make her an invaluable resource for organizations looking to modernize their operations and achieve sustainable competitive advantages.
August 13
-
-
-
-
-
-
The White House is considering throwing its weight behind a push to increase a capital gains tax exemption for primary home sales.
August 13
-
Beyond numbers, data and spreadsheets lies the real value of financial planning: building human connection to help clients reach their goals.
August 13
Financial Planning Association -
Mainul is the founder and CEO of
Ellipsis Health , whose clinical AI agent Sage is already working alongside care teams to automate outreach, continuously monitor high-risk patients between visits, and surface actionable insights that help care managers prioritize the right interventions at the right time. A prominent voice in the CMS Health Tech Ecosystem, Mainul is a signatory to the White House-backed pledge to build responsible, interoperable conversational AI. He was a Rockefeller Fellow and a contributing member of the World Economic Forum. Mainul has shared his vision for the intersection of technology and human empathy as a lecturer at Stanford University, the University of California, and the Indian Institutes of Technology.August 12
