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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Brian Price, CPA, QKA, is the CEO of Autire Technologies. He has over 30 years of audit experience across a range of specialized audits, and served as a member of the AICPA's Employee Benefit Plan Audit Quality Center's Executive Committee.
December 2
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As the Senior Director of Behavioral Economics at
Financial Health Network ,Heidi Johnson leads the application of behavioral insights to design and deliver effective financial health solutions. She established the Financial Health Network's applied behavioral insights practice, driven by a desire to work directly with businesses creating products and services that touch people's financial lives each day.December 2
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The tax advantages and a degree of flexibility have added to the appeal of spousal lifetime access trusts. But they aren't a fit for everyone.
December 2
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Trent Sorbe joined First International Bank & Trust (FIBT) in 2023 as the institution's first chief payments officer. He previously held senior positions at four nationwide payment card issuers as well as the FDIC.
December 2
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Jaspaul Saini is a principal analyst in Celent's North American insurance practice. He is a seasoned technology executive with extensive experience in leveraging data analytics and emerging technologies to drive digital transformation in the insurance industry. Jaspaul's areas of expertise include: enterprise data strategy, cloud data platforms and modernization, master data management and data governance, business intelligence (BI) and advanced analytics, insurance core systems transformation, martech, technology assessments and roadmaps.His previous roles have included head of the data and analytics practice at Exavalu, insurance solutions principal for HCL; data consulting director at EY and Capgemini; and AVP of data and business technology integration at Zurich North America.
Jaspaul has a MSc in IT from the University of Warwick (UK) and a Bachelor's degree in electronic engineering from Birmingham City University.
December 2
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Court decisions have opened up a whole new world of tax worries for college student athletes.
December 2
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Abbie Tidmore is the Senior Managing Director and Chief Revenue Officer of Pennymac
December 2
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States that do not assess the major taxes are more competitive than states with complex taxes with high rates.
December 2
