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.
-
Brian Thorp is founder and CEO ofWealthtender , an online reviews platform designed for SEC compliance.With over 25 years in the financial services industry, he is applying his experience and passion at Wealthtender to help more people enjoy life with less money stress.
January 28
-
Annie Chen is a senior specialist of research atGartner . As part of the Enterprise CFO research team in Gartner's finance practice, she works with functional leaders and their teams to conduct in-depth research of their pressing challenges, surfacing evidenced best practices and practical tools practitioners can put to their own use. Prior to joining Gartner, she worked in the financial services industry, helping financial advisors navigate companies' services.January 28
-
-
The wealth management business of the world's largest credit union and its 14 million members opted to choose its own destination after a giant M&A deal.
January 28
-
The incoming Treasury chief will have to reconcile his deficit-reduction plans with the Trump administration's much-anticipated tax cuts.
January 28
-
Ultrahigh net worth families often use extended networks of professionals and advisors — which is precisely what makes their financial data uniquely vulnerable.
January 28
Whittier Trust -
Stefani Steinway is the SVP of human resources at Equifax Workforce Solutions.
January 27
-
Kyle Johnson, owner and senior wealth advisor at Link Wealth Strategies, uses tax planning software to help set his firm apart.
January 27
-
The team of three advisors have started a firm called T6 Wealth Management, which will operate out of Morgan Stanley's new offices in Midtown Manhattan.
January 27
-
Robert P. Murphy is the chief economist at infineo, which offers digital blockchain-based issuance of whole life insurance policies. He holds a doctorate in economics from New York University.
January 27
