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.
-
Hadas Tobolski is Senior Vice President of R&D, P&C Products at Sapiens International, where she leads a broad engineering organization spanning multiple insurance software product lines. With a career built across insurance tech, fintech and banking—she brings deep expertise in scaling R&D organizations, driving AI-led innovation, and turning complex technical challenges into real business impact.
July 20
-
ADHD can cause a slew of financial woes for clients, leaving them feeling overwhelmed, frustrated or emotional. Here is how advisors can help them build their confidence and stay on track.
July 17
-
In its annual survey of industry consolidators, DeVoe and Co. detects signs that the upward march of RIA deal valuations may soon come to a halt.
July 17
-
Clients with concentrated stock holdings might be better off turning their portfolios into ETFs in a tax deferral transaction called a Section 351 conversion.
July 17
-
If an advisor's tax offerings aren't visible to AI tools like ChatGPT and Perplexity, they effectively don't exist for today's prospective clients.
July 17
Taxfyle -
Allie Szczepaniak is the COO of Solidarity Health Network, a Cleveland-based third-party administrator 9TPA) and benefits consultant that manages employer-sponsored health plans, focusing on services like benefit administration, billing and claims processing for unions, public employers and corporations.
July 16
-
SonicWall's mid-year report found attack volumes falling across financial services, but threat actors are becoming more selective, more patient, and harder to detect.
July 16
-
FINRA's annual snapshot shows how the wealth industry is changing, from key business metrics and marketing trends to shifts in registration and a shrinking branch footprint.
July 16
-
Jim Girard is vice president of engineering at Benekiva, where he helps build scalable, secure technology for modern insurance claims and servicing operations. With decades of experience across TPAs, P&C, life insurance, new business, claims, and carrier technology environments, Jim brings a practical, carrier-fluent perspective to the intersection of insurance and technology.
July 16
-
Richard Lavina is co-founder and CEO of Taxfyle. He is a CPA and a member of the IRS electronic tax administration advisory committee (ETAAC). He began his career at PwC.
July 16
