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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Kirk Chartier is the chief strategy officer at Enova International Inc. and serves on the board of directors of the Online Lenders Association. He joined Enova in 2013 and has worked with the team using its technology and analytics driven online lending platform to develop new products in the U.S. and U.K. Prior to Enova, Kirk was EVP & CMO at optionsXpress, the award-winning online trading platform. He also was interim global product marketing leader at Electronic Data Systems. Kirk has an MBA from Syracuse University, a B.A. in economics from Holy Cross, and a B.S. in engineering from Worcester Polytechnic Institute. He served as a U.S. Marine Corps officer and combat pilot.
November 6
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Once a crypto skeptic, Trump corralled tens of millions of dollars in industry support for Republican candidates by promising to make America the Bitcoin superpower of the world.
November 6
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A complex mixture of new or expiring laws, intersecting retirement planning questions and the threat of so-called stealth taxes could add up to a highly beneficial strategy.
November 6
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After an exhausting presidential campaign, here are the key policy, investment strategy and practice management topics for financial advisors and their clients.
November 6
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With 2025 nearly here, year-end tax strategies including gifting, charitable donations, estate planning, retirement plans and more are on the table.
November 6
BNY Pennsylvania and BNY Wealth -
The return of the former president to the White House gives him an opportunity to deliver on his many tax promises.
November 6
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Adam Schiff, known as a pro-cryptocurrency lawmaker, has also introduced bills that would regulate "revolving door" employment at banking regulators.
November 5
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At the start of November, wealth managers and their clients stood watching and waiting as America decided its next president.
November 5
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Firms such as Carson Group, Morgan Stanley, Morningstar and Merrill are taking vastly different approaches to naming their AI assistants, with some preferring a human name, a male name or simply no human identifier.
November 5
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A recent FINRA Investor Education Foundation report, "How Gen X Compares Financially to Other Generations: Doing Alright but Feeling Bad," found few born between 1965 and 1980 reported positive feelings about their financial situation.
November 5
