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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Richard Chambers is the CEO of Richard F. Chambers & Associates, a global advisory firm for internal audit professionals, and also serves as senior advisor of risk and audit at
AuditBoard . Previously, he served for over a decade as the president and CEO of the Institute of Internal Auditors, where he led the organization to record global membership and countless milestones. Prior to the IIA, Chambers was national practice leader in Internal Audit Advisory Services at PwC and vice president of the IIA's Learning Center.May 1
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Joe Nestlerode is a partner at Alpha FMC with over 28 years of industry experience in senior technology and business roles in the wealth management industry.
He has overseen large strategic engagements including M&A, advisor platform development, client portal design and development and capability optimizations across front-, middle- and back-office functions. Prior to joining Alpha FMC, he was a product and technology executive for the RIA, IBD and 1099 channels at Wells Fargo Advisors.
May 1
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Could an economic downturn slow the industry's record-setting pace of acquisition deals? Sure, experts say, but not by much.
May 1
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Garrett Oakley is a partner at Alpha FMC with nearly 15 years of experience in wealth and asset management.
Before joining Alpha FMC, he worked in the deal advisory and strategy practice at KPMG with a specialization in the retail wealth management space. Prior to that, he was financial advisor and held positions in fintech firms Betterment and LearnVest. He is a certified financial planner and a certified public accountant.
May 1
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Shrinking fees and expanded service offerings are squeezing financial advisors. Cerulli research says the problem will only grow over the coming year.
May 1
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New tools help financial advisors with everything from logic to transcription, but many say it's not just about winning back minutes but also the quality of the output.
May 1
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Vasu Srinivasan is Genpact's global head of insurance claims, with over 21+ years of work experience in providing services to the P&C insurance industry. Genpact is a global advanced technology services and solutions firm helping over 300 insurers across the globe with digital transformation
May 1
