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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Three executives shared best practices around compensation in the fight to recruit, retain and support planners and other key employees.
September 16
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Samara Cohen, senior managing director, is BlackRock's chief investment officer of ETF and index investments and a member of the firm's global executive committee.
September 16
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The accounts are expected to grow by another trillion dollars over the next decade because of their tax and flexibility advantages, Daffy CEO Adam Nash said.
September 16
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Pat O'Donnell is chief executive officer of iPipeline. He joined the organization in November 2023, bringing robust industry knowledge and expertise to the role, including extensive experience in leading and overseeing software company operations, sales, and engineering.
O'Donnell joined iPipeline from Ministry Brands, the leading provider of software and services for faith-based, non-profit, and other purpose-driven organizations, where he led the organization as chief executive officer. In this role, O'Donnell played a key role in the company's success and oversaw a period of transformation and growth.
His experience includes serving as senior vice president, and later as president, of FLEETCOR, an Atlanta-based leading global business payments company.
O'Donnell also held roles of increasing responsibility during his nearly 24 years with ADP, a member of the Fortune 500 and global technology company providing human capital management solutions, including as senior vice president and Division Vice President of Major Accounts.
September 16
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New offering would allow advisors to connect with more than 20 external asset managers.
September 16
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New Hispanic Market Certification Program launches this week to begin Hispanic Heritage Month.
September 16
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Some 4,200 attendees have converged on Southern California for the third year of Ritholtz Wealth Management's annual outdoor "wealth festival."
September 15
