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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Advisors reported that the speed with which President Trump seeks to remake Washington in the first few weeks of his second term also had clients on edge.
February 18
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Arun Kumar is chief technology officer at Socure, a digital identity verification and identity fraud prevention company.
February 18
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Kathryn Eskandarian is the chief financial officer at
Visual Lease , where she oversees the organization's financial operations and general administration functions, including IT, legal and human resources. Appointed as VL's CFO in July 2023, Eskandarian has been instrumental in helping the organization grow and scale successfully. She is a CPA registered in New Jersey and has a B.S. in accounting from William Paterson University.February 18
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Cat bonds, as they're called, can bring in significant returns, but they carry serious risk as well.
February 18
