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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Speakers at The American College of Financial Services' CAAFP like investing legend John Rogers shed light on how people fuel long-term success in the industry.
August 5
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Lifetime medical costs and ACA marketplace premiums are skyrocketing. Here's how advisors are helping clients keep their retirements on track.
August 5
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The IRS and the Treasury issued guidance on the permanent extension of the employer tax credit for paid family and medical leave under the OBBBA.
August 5
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Oleg Tishkevich is a prominent entrepreneur and technology innovator in the wealth management industry.
He is the founder and CEO of Invent, a cloud-native data and integration software company that supports financial advisors and independent RIAs, helping them streamline their data and operations to scale their businesses effectively.
August 5
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Francis Mainville, CFA, CPA/ABV, is a senior managing director at
Valuation Research Corporation specializing in the valuation of complex securities.August 5
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Adam Smith, ASA, ABV, is a managing director at
Valuation Research Corporation with over 25 years' experience in the valuation industry.August 5
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Where do automated workflows end and advisor-owned outcomes begin? RIAs need to get the answer in writing before their tech stack goes live.
August 5
Lead-Lag Media -
Michael A. Gayed, CFA, is founder of Lead-Lag Media, an AI-driven sales, marketing and distribution firm for the financial services industry.
August 4
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Brokerages are too dependent on the billions they make every year from clients' uninvested cash, industry analysts say. LPL is responding with a long-term review of its pricing.
August 4
