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.
-
As Lifesum's Workplace Well-being Director, Wesleigh is dedicated to expanding partnerships and scaling Lifesum's corporate wellbeing solution, Lifesum for Work.
Wesleigh brings extensive experience from the health and wellbeing industry. She has contributed to Amazon Alexa's Health and Wellness team, led customer success and channel sales for a workplace mental wellbeing solution, spent many years focused on fitness-industry advertising sales, and scaled Twitter's internal wellbeing program.
Passionate about increasing access to wellbeing practices for underserved younger generations, she serves as Board Chair for the Los Angeles chapter of Girls on the Run, a US-based nonprofit organization.
November 11
-
After yet another rate decrease, Federal Reserve Chair Jerome Powell remained defiant after Election Day, telling reporters he would not resign.
November 11
-
The firm's new policy of keeping discrimination complaints out of court isn't sitting well with at least two financial advisors.
November 11
-
As the former president reenters the White House, significant changes to Medicare could be on the horizon. Here's what to expect.
November 11
-
Mykhailo Iakovenko is the CEO and co-founder of Canonical Labs. He has extensive experience leading fraud prevention and mitigation strategies at leading financial technology companies. With a deep understanding of the evolving landscape of financial fraud, Mykhailo is dedicated to developing innovative solutions to protect the financial ecosystem.
November 11
-
A lawyer in the case says his legal team was able to present text messages showing a Stifel wealth manager had been touting complex structured notes as low-risk investments.
November 11
-
-
Credits or deductions for renovations, repairs or energy-efficient upgrades are available — but clients often need reminders and professional help to get them.
November 11
-
Quanative analysts are trying to learn whether private equtiy and similar vehicles can offer alpha — or a consistent ability to beat benchmarks like the S&P 500.
November 11
-
Market jumps tied to Trump's presidential election win have Goldman Sachs' David Solomon and JPMorgan's Jamie Dimon in line for tens of millions of dollars in bonuses.
November 9
