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.
-
-
Dan Schuleman is the co-founder and CEO ofQumis , a lawyer-built, AI-powered insurtech transforming how insurance professionals read and interpret policies. Before founding Qumis, Dan was Associate General Counsel at Kin Insurance, where he helped scale the company and navigate complex regulatory environments. He previously practiced insurance coverage law at Am Law 200 firms, advising insurers and policyholders on high-stakes commercial claims. Dan holds a J.D. from the University of Illinois College of Law and a B.A. with honors from Northwestern University.June 27
-
To best serve LGBTQ clients, financial advisors must understand their unique needs and challenges, from diverse household structures and retirement plans to the correct use of pronouns.
June 27
-
Kelly Welch is an Executive Strategy & Compliance Advisor with Equity Resources, a Newark, Ohio-based mortgage lender, which is a member of the Community Home Lenders of America.
June 27
-
Aaron Klein, former Nitrogen CEO, seeks to disrupt the market for AI note-takers.
June 27
-
Osaic and UBS have both been on the losing end of some recruiting deals in recent months, while this week Cambridge, Rockefeller and RBC were on the winning end.
June 27
-
Paul Mattox is a CPA and owner of the firm
W. Paul Mattox, CPA , based in Raleigh, North Carolina.June 27
-
Some retirees have saved all their lives and want to live a little. Or a lot.
June 27
-
The baby boomer generation is now in the retirement phase, and many clients want more predictable income and less of a roller coaster with their nest egg.
June 26
-
CEO Kunal Kapoor and other speakers explained how the shifting trends shaping the industry mean that advice is getting even more important.
June 26
