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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Ofir Nir is the chief financial officer at
Flatworld Solutions , where he leads global finance operations across accounting, FP&A and financial systems. With over 20 years of experience, including senior finance roles at GE and SUEZ and earlier in audit at KPMG, his work focuses on building scalable, audit-ready finance functions in private equity-backed environments. He has led ERP implementations, process standardization efforts, and control enhancements, with a focus on ensuring finance organizations can support automation and growth through disciplined operations and reliable data.May 21
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Tom Vladeck is co-founder of
Recast and holds a master's degree from LSE and an MBA from Wharton. Prior to co-founding Recast, he built a quantitative market research firm.May 21
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FIS regularly hears from RIAs and banks with wealth management departments about the need to have better mobile apps and other digital doorways to their services. A new partnership with InvestCloud is designed to provide just that.
May 20
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Jason Co, a certified financial planner, is the founder of Fiduciary Asian Advisor Network (
FAANetwork ) and CoPlanning Financial. As an immigrant from Hong Kong with roots in the Midwest, he strives to bring the fiduciary level of financial care to the Asian American population with transparent flat-fee pricing and comprehensive planning.May 20
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Bill Hamm's Independent Financial Partners took a rare step in 2019 when the firm left LPL to launch its own brokerage. Now it's offering an interesting recruiting pitch to financial advisors.
May 20
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Autonomy is the first casualty when ensemble practices scale to national size, but the tangible benefits are real.
May 20
Abacus Wealth Partners -
Merrill, BMO and Schwab are among many firms helping clients take out security-backed loans against market gains to avoid capital gains tax hits.
May 19
