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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If you have clients with college-age children earning money from their name, image and likeness, are they responsible enough to handle it and protect it?
June 15
HCVT CPAs -
Jason Flashberg, CPA is a tax partner in the Westlake Villages, California office ofHCVT CPAs .June 15
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Justin Goff is the director of technical delivery at Hylaine, a values-first technology consulting firm that works with property & casualty, life & annuity, health, specialty & Lloyd's, and reinsurance to modernize and simplify the technology behind the insurance business. With nearly two decades of experience in advanced analytics and AI-driven solutions, Justin focuses on delivering scalable, real-world outcomes — helping organizations turn complex data challenges into operational results that drive performance and growth.
June 15
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Despite predictions of mass white-collar job losses from AI, two major firms have chosen the "human plus AI" approach.
June 15
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Bernard Horn is president and portfolio manager of Polaris Capital Management, a leading Boston-based global and international value equity firm. He founded Polaris in 1995 to expand his existing client base dating to the early 1980s. His pure global value philosophy combines investment technology with traditional fundamental research.
June 15
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The North Carolina-based regional has recruited Michael Lyons to serve as CEO, starting Sept. 1. Lyons will replace Bill Rogers, who plans to retire in April 2027.
June 15
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Nearly one-quarter of long-term couples admit to hiding a money secret from their partner, according to a recent study. But when it comes to advisors helping these clients, it's not actually about the numbers, one behavioral expert said.
June 12
