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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Top executives at Advyzon, Kwanti, Softlab360 and The Oasis Group say advisors need to stop depending on SOC 2 reports to measure a vendor's data security.
September 10
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A lawyer suing Wells and other firms argues the recent rate changes do nothing to repair harm already suffered by his clients.
September 10
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The Association of African American Financial Advisors is holding its annual Vision conference this week.
September 10
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The offering, a mix of liquid credit and private investment, still needs regulatory approval.
September 10
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The number of certified financial planners reflects competition for talent and a profession navigating questions about conflicts of interest.
September 10
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With his wife, Anne E. Weilepp, MD, John Alchemy, MD, QME, is part of their husband-and-wife medical team and is a co-founder of RateFast, a workers' compensation predictive data company in Northern California. Both are specialty boarded and trained at UC San Diego. They hold seven total patents, with more patents pending, in data analytics and impairment rating, including the development of the Variable Thread Analytic Computation (VTAC) model for multilayered logic calculations.
September 10
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Michelle Borkowski is senior marketing director at F2 Strategy, where she leads her team in developing and executing comprehensive marketing strategies across varied client portfolios.With nearly a decade of financial services expertise and experience in industries like architecture, advertising and nonprofits, she ensures campaigns are well-organized and effective, fostering trust and confidence among clients.
September 10
