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.
-
Greg D. Adams is senior vice president and chief financial officer at American Management Association International. He is the author ofGreen Shade$: Accountants Aren't Supposed to Die This Way , available on Amazon.August 13
-
The trio of financial advisors cited the needs of ensemble advisory practices, succession resources and the option to convert to a hybrid RIA model someday.
August 13
-
Freshly split from Raymond James, a new hybrid RIA plans a multiphase transition that will culminate in over $3B in AUM.
August 13
-
Morten Unneberg is CEO of Insurope SC/CV, Insurope Services, Inc., and Insurope Business Services Co., Ltd. Morten has more than 30 years of experience with employee benefits and has been involved in international operations for the last 25 years. Prior to joining Insurope in 2012, he was a Senior Executive with Storebrand in Norway, one of the leading insurance companies in the Nordics. He has also held various sales and sales management positions in Norway and in the USA.
August 12
-
Advyzon has grown for more than a decade using the strategy that all technology should be built in-house, even if it takes longer.
August 12
-
Berkley Charlton is the VP of Product Management at Smarty, a leader in address data intelligence. Prior to Smarty, Charlton worked at Pitney Bowes Software as their managing director of product management. He led the global data business and geocoding business in creating an entire suite of location intelligence, geocoding and data products with their enterprise location intelligence portfolio. Charlton also worked as the VP of strategy and business development at Gadberry Group, where he managed product strategy for geocoding and data products.
August 12
-
Recent years have taken the shine off of fixed income, both as a portfolio diversifier and a way to boost total returns. The prospect of falling rates next month promises to reverse that.
August 12
-
-
Mark Calabria is a senior advisor to the Cato Institute. He is the former director of the Federal Housing Finance Agency.
August 12
-
Planners can help savers avoid higher taxes, IRS penalties and Medicare headaches by guiding them through the strict guidelines for the accounts.
August 12
