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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Industry experts say they can't recall another time when an advisory firm has used a lawsuit for a wholesale indictment of a rival's recruiting practices.
August 16
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Matt Wood is the global head of finance and accounting outsourcing (FAO) at
Personiv , responsible for delivering finance and accounting solutions to clients worldwide. He joined Personiv in 2016, bringing a wealth of experience from organizations including HireBetter, Dell and Princeton Recruiting Group, with a focus in recruiting and operations.August 16
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Erich Kron is Security Awareness Advocate for
KnowBe4 , the world-renowned cybersecurity platform that comprehensively addresses human risk management with over 70,000 customers and more than 60 million users. A 25-year veteran information security professional with experience in the medical, aerospace, manufacturing, and defense fields, he was a security manager for the U.S. Army's 2nd Regional Cyber Center-Western Hemisphere and holds CISSP, CISSP-ISSAP, SACP, and other certifications. Erich has worked with information security professionals around the world to provide tools, training, and educational opportunities to succeed in information security. Contact him through LinkedIn: https://www.linkedin.com/in/erichkron/.August 16
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Vice President Kamala Harris outlined a raft of populist economic proposals in her first major economic speech since securing the Democratic presidential nomination, including some aimed at lowering housing costs and boosting supply.
August 16
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Financial advisors have built companies that are attractive to investors. But if they face challenges, experts say they can solve them without letting go of their firms.
August 16
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Art loans function as lines of credit, so clients draw on them and pay them back as they can.
August 16
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Harris economic proposals envision tax cuts and subsidies
August 16
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A FINRA study found nearly 400 firms, or 65% of the broker-dealers surveyed, have some hand in crypto assets and trading, as the once-novel asset class becomes normalized. But that still doesn't make it normal for regulators.
August 15
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Ashley Fontanetta is senior vice president, client advisor with Whittier Trust, providing advisory and administration services to high net worth individuals and families.
She specializes in philanthropic planning and administration, providing strategic consultation and guidance for clients who have an existing philanthropic entity or are looking to create one. Prior to joining Whittier Trust, she worked as a financial advisor. Prior to that, she spent several years as a director of a nonprofit organization serving chronically ill youth in Los Angeles and the Bay Area.
August 15
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The first half of 2024 marked a record stretch for ETFs, but not all funds were lifted by the rising tide.
August 15
