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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Denise Tyson is the current founder and CEO of Schaefer City Technologies, an award-winning, innovative insurtech company delivering software solutions to help insurance and reinsurance companies and their defense counsel spot and avoid Nuclear Verdicts®. She holds extensive experience in the insurance industry, including insurtech start-ups, mergers/acquisitions, reorganizations, and financially challenging situations.
January 2
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Samuel Tae is a principal at
Ryan in the international tax group, specializing in global tax planning and structuring. He advises on both inbound and outbound tax matters and has extensive experience helping clients expand and optimize their global tax structures.January 2
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Dr. Robert Singer is senior professor of accounting and program coordinator in the Department of Accounting at the Robert W. Plaster College of Business and Entrepreneurship of
Lindenwood University in Saint Charles, Missouri.January 2
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Josh Millet, CEO and co-founder of
Criteria Corp. , is a nationally recognized career and hiring expert with over 20 years of experience. He founded Criteria, a SaaS-based pre-employment and employee testing service that reduces turnover and improves hiring outcomes for employers and job candidates, and currently serves as its CEO. He has co-authored testing-related articles published in the Journal of Educational Computing and the American Psychological Society Observer. He holds a Ph.D. in history from Harvard University, where he was a Fulbright Scholar and a Mellon Fellow.January 2
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Kartik Ramakrishnan is the CEO of the financial services strategic business unit at Capgemini.
January 2
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Jay Titus is an established thought leader in corporate education strategy and workforce development. He is a trusted advisor to C-Suite level decision makers at Fortune 1000 organizations looking to transform their workforce and retain top talent through creative education benefit solutions. Jay has been featured in Forbes, HR Exec Online, Yahoo Education, and numerous other print and online mediums discussing topics around upskilling, reskilling, and strategic talent management.
January 1
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Getting healthy. Networking. Drawing the line on prices. Here are the ways wealth managers want to improve their practices — and their lives — in the new year.
January 1
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A FINRA arbitration panel sided with a claimant who contended Wells and one of its advisors should have recognized telltale signs of elder fraud when their client decided to give away tens of thousands of shares of Aflac stock.
December 31
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Kenneth Silva Ballard, an investment advisor for First Affirmative Financial Network, seeks to carefully order the "ingredients" of his tech stack so they work well together.
December 31
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The tax-efficient, low-cost funds may have an even greater advantage over traditional mutual funds due to the IRS's lack of a definition for "substantially identical" securities.
December 31
