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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Matthew Whitledge is an associate clinical professor at Mississippi State University.
May 26
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Jim Gold of Steward Partners thinks impending advisor retirements will continue driving smaller RIAs into M&A deals with big acquirers — even as AI turns many investors into "do-it-yourselfers."
May 26
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Ashley Foster, MBA, SHRM-SCP, is the Executive Vice President of Acute Partnerships at ShiftMed, where she leverages over 15 years of healthcare HR experience to drive innovative workforce solutions for hospitals and health systems. Ashley's expertise spans strategic human resource leadership, talent acquisition, and employee retention, having previously led HR teams at major health systems. Her work focuses on addressing the critical challenges facing healthcare today—recruitment, retention, and workforce sustainability—by championing flexible staffing models that empower healthcare organizations to meet evolving workforce demands while enhancing employee satisfaction and engagement.
May 25
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Jesse Knutson is head of operations at Bitfinex Securities. Prior to this role, Knutson served as vice president of financial products at Blockstream, in addition to equities and trading roles at Macquarie Group and Barclays respectively.
May 22
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Justin Brownlee started an RIA targeting energy, oil and gas employees. His hyperspecific marketing tactics have helped grow the firm into a thriving niche.
May 22
