In|Vest West 2018 Direct

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.

Dan Homes is a fraud and identity expert at Feedzai.

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

Advancements in AI, helping advisors cater to DIY investors and providing access to alternative assets and private markets are some of the trends coming next year.

Here's a roundup of tax-related news and insights on politics, practice management, investment strategies, health savings accounts, estate planning and more.

Antoni Tzavelas is the chief happiness officer at Smiling Bowtie.

FINRA charges restitution but forgoes punitive fines for the three firms after crediting them for cooperating in its investigation.

Cetera also names the next president of its wealth management division and Corient scoops up a $7.9 billion RIA in Maine.

By effectively redesigning their websites, firms can target prospects who may already be searching for the services they provide.

Independent firms are going beyond traditional wirehouse compensation packages to promote collective partnership and reward incoming teams.