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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Felipe Wagner is the Americas Senior Intelligence Analyst at Healix's Vancouver office, where he plays a key role in delivering high-quality intelligence reports that provide timely and actionable insights. With an academic background in International Relations and a
specialisation in investigations utilising Open-Source Intelligence (OSINT) techniques, Felipe works closely with operations teams to enhance situational awareness and support crisis management capabilities.July 22
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Keren Bar-Hava, Ph.D, CPA, is head of the Department of Accounting at the
Hebrew University Business School and currently serves as a member of the Israel Accounting Standard Board. Her research focuses on market efficiency, corporate governance, fair value versus cost and adoption of International Financial Reporting Standards.July 22
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Which private investments will generate income and protect capital after liquidity dries up? Financial advisors can look to fund managers to provide important clues.
July 22
Morton Wealth -
A Deloitte analysis shows that alternative allocations — to private equity, private credit and other vehicles — in DC plans could grow quickly.
July 21
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Six advisors reflect on what they wish they'd known earlier — from speaking up sooner to thinking longer term to learning that the best question beats the best answer.
July 21
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SEI may not be the first firm that comes to mind when thinking about the industry's custodians, but the firm has built a substantial client base of financial advisors over more than 30 years.
July 21
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Stacey McKinnon is chief operating officer, chief marketing officer, partner and wealth advisor at Morton Wealth, a Southern California-based investment advisory firm managing over $3 billion in assets.
July 21
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Schwab directly or indirectly manages only 2% of the $37 trillion in U.S. wealth that could be in the hands of advisors, according to CEO Rick Wurster. The size of the opportunity means there is no need to compete with the firm's RIA clients.
July 21
