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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Andy Hamilton is the Co-Founder and CEO of When, an AI-powered offboarding platform and severance solution. He has previously co-founded two technology startups, both of which were acquired by public companies. During the Covid pandemic, experiencing a layoff first-hand motivated Andy to create a better off-boarding and post-employment solution for employers. In his personal life, Andy enjoys playing tennis, riding his Peloton, and reading.
December 4
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Billy Long served as a representative from Missouri from 2011 to 2023.
December 4
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"This will be the best economy of our lifetime," said one financial advisor in an unusually upbeat Arizent survey.
December 4
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A rapidly growing number currently use models suggested by a broker-dealer, TAMP, asset manager or third-party strategist provider without modification.
December 4
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Eric Fairchild is a Managing Principal with Capco and leads the US Insurance Delivery Practice. The majority of his career has been spent as a management consultant for Retirement, Life and Annuities companies leading large and complex programs including policy administration systems implementations, book of business migration/conversion projects, large scale capability transformations, and agile transformations.
December 4
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Kristine Miller is a principal consultant with Capco. She has over 20 years of experience in Financial Services designing and implementing innovative and results driven solutions that accelerate outcomes to complex challenges.
December 4
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Harrup Singh is a seasoned Consultant with Capco based in New York City. He possesses a Master's degree in Space Systems Engineering, and has focused his career on driving large-scale transformations, optimizing post-merger integrations, and delivering sophisticated system solutions.
December 4
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Financial planner Rory Henry and contributors compile a guide to the skills, services and larger changes needed at CPA firms to branch into the field.
December 4
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Paul Atkins has a long history of criticizing industry watchdogs for what he considers regulatory overreach and is expected to take a light hand with the crypto industry.
December 4
