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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Chinmoy Bhatiya is an Associate Partner at Capco, leading the firm's Technology, Data and AI practice. He advises financial institutions on harnessing AI as a strategic advantage from individual productivity enhancement to adopting agentic operating models. With extensive experience helping organizations scale emerging technologies responsibly, Chinmoy focuses on balancing innovation with governance, enabling clients to realize business value from AI while maintaining strong controls, accountability, and operational resilience.
July 15
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Brian Keller is vice president of AI and data science for LexisNexis Risk Solutions. In this role, Brian is responsible for driving AI strategy and execution for the insurance business, with a focus on workforce education, team enablement, and project execution that translates research and development into customer-facing capabilities.
Brian joined LexisNexis Risk Solutions in 2022 as part of the acquisition of Flyreel, where he led the software engineering and AI teams. During his tenure, Brian has developed and deployed AI and computer vision solutions, including aerial imagery and ground-level interior and exterior analysis, as well as 3D scene reconstruction for claims and underwriting use cases. He has also led the development of generative AI capabilities, including transcription, summarization, question answering, and agentic automation.
Brian holds a PhD in systems and industrial engineering and a master's degree in systems engineering from the University of Arizona, along with a bachelor's degree with majors in physics and business from the University of Mount Union.
July 15
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Adam Barbera is the CEO and founder of
Dost , a native-AI finance automation platform built for the way finance teams actually work. After years selling enterprise software to CFOs, he saw the same broken accounts payable processes repeated in every company he visited, and decided to fix it himself. He founded Dost in 2021 with two colleagues and closed a $7.8 million Series A in late 2025.July 15
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RIA deals can falter at the finish line if the acquiring advisor fails to think about financing at the start.
July 15
US Professional Funding & US Medical Funding -
Citi's net new invested assets grew $15.7 billion or 9% in the second quarter, as the company works on an ongoing plan to grow its wealth business.
July 14
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The well above-average advisor graduation numbers, paired with Merrill's recruiting efforts, suggest the wirehouse is serious about adding lots of talent.
July 14
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Financial Planning's Compensation Survey measured the total pay of hundreds of financial advisors and, perhaps more importantly, the lessons they would share to aspiring planners about forging a successful career.
July 14
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Kyle Jeziorski is managing director at Founder Shield. Kyle is the market-facing and client leader at Founder Shield. Before Founder Shield, Kyle worked at Marsh on the FINPRO team, focusing on management liability in the large private and public space. A graduate of Saint Joseph's University's Risk Management and Insurance Program, Kyle has focused his entire career helping clients navigate through an ever-changing risk environment.July 14
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Jeremy Yohe is vice president of communications for the American Land Title Association. He can be reached at
jyohe@alta.org .July 14
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Views differ on whether prediction market payouts, structured as investments, should be taxed as gambling winnings or proceeds from financial instruments.
July 14
