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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Steve Sonnenberg is the CEO and Co-Founder of Awardco, the fastest-growing rewards and recognition company in the world. Steve is passionate about improving the workplace and is excited by what the future holds for the rewards and recognition industry.
July 17
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The new women-led RIA will focus on serving law firm partners, executives, entrepreneurs and high net worth individuals and families across the country.
July 17
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The private equity-backed deal keeps M&A humming along at a "healthy and stable" pace that's unlikely to pick up until rates fall.
July 17
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Leandro DalleMule is general manager at Planck, acquired by Applied Systems. He brings 30 years of experience in business management to the team. Prior, he spent six years as AIG's chief data officer. He also was the senior director of big data analytics for Citibank and head of marketing analytics for BlackRock and held leadership roles in Deloitte's advanced analytics practice.
July 17
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The SEC, FINRA and other agencies have been closely watching social media posts related to financial advice. Consultants share how to attract young investors on social media without encountering regulatory pitfalls.
July 17
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Firms operating in areas where groups who live either partially or completely separately from the rest of society — including the Amish, Mennonites and Orthodox Jews — have stepped in to serve their members.
July 17
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Client discussions about legacy planning, taxes and financial objectives inevitably raise questions that, often enough, only insurance can address.
July 17
Boulevard Insurance Strategies -
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The firm continues to see success with encouraging wealth clients to open banking accounts.
July 16
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These hybrid securities blend a bond and a derivative and are customizable to clients' savings needs.
July 16
