In|Vest West 2018 Direct

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. For more, please see: InVest Conference.

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Invest West | Direct
  • Tax

    The SECURE 2.0 Act contained changes to traditional and Roth individual retirement accounts and 401(k) plans that are being phased in over several years.

    December 24
    401k-401(k)-retirement
  • Whether for portfolio diversification or hedging against inflation, investors are set to take this precious metal to even greater heights in the new year.

    December 24
    One Kilo Gold Bar
  • Blending CPAs and CFPs into a team larger than the sum of its parts requires meticulous planning and client education.

    December 24
    Bryan Eberle
    Nepsis
  • Donovan Pyle is the CEO of Health Compass Consulting and the chairman of the Validation Institute's Certified Health Value Professional (CHVP) advisory board.

    December 23
  • Joe LaMantia III is a partner at L&F Distributors, a beer distribution company that services 35 counties throughout Texas and southeastern New Mexico, employing more than 1,200 people.

    December 23
  • Calvin Ayre is the founder of the Ayre Group, a venture capital firm focused on emerging technologies.

    December 23
  • The bill now heads to President Biden's desk, but supporters and critics alike worry about how it will be funded.

    December 23
  • Venkat Malladi is co-founder and CTO of Vymo, where he leads the development of next generation distribution management systems for financial institutions. Prior to founding Vymo, he was part of the Google Mobile team, where he developed multiple products based on location and maps.

    At Vymo, he oversees product, engineering and design teams. He is passionate about using mobile, data and design led technologies to help solve problems related to productivity, information access and decision making. He regularly shares insights and learnings on building enterprise-grade products with a focus on end-user experience. Outside of work, he enjoys reading, cooking, philosophy, and cricket. He can be reached at venkat@getvymo.com.

    December 23
    Venkat Malladi
  • Dan Homes is a fraud and identity expert at Feedzai.

    December 23
  • Tiffany Seawright is the director of leadership and civic engagement at North Carolina A&T State University.

    December 23