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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A value resurgence will overtake growth-stock dominance — the catalysts are already in motion, says Bernard Horn of Polaris Capital Management.
June 16
Polaris Capital Management -
Theoni Velkou is the compliance manager and data protection officer at Epignosis, the company behind TalentLMS. With more than 16 years of experience across various industries, she leads GDPR, privacy, and compliance initiatives across the organization, ensuring regulatory alignment while embedding data protection into everyday workflows. Her work focuses on practical governance, internal enablement, and scaling trust, security, and compliance in support of Epignosis's global growth.
June 15
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The big moves hit the Swiss firm as it continues to lose advisors on a net basis — though now it's reportedly sweetening its recruiting offers.
June 15
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As funding questions persist for Social Security and Medicare Part A, speakers at the recent AICPA conference discussed how advisors can guide clients through complex benefit rules and options.
June 15
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Difficult personal experiences led the founder of virtual firm YGC Wealth to become the first strategic advisor to BestFarewell, a technology start-up that aims to help grieving families process and organize end-of-life planning documents.
June 15
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