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.
-
-
-
-
-
-
-
Nic Beique is the Founder and Chief Executive Officer of Helcim, a payments company that delivers an easier, smarter, and more affordable payment experience with a human touch.
He is a technical founder with over fifteen years of payments experience and a deep passion for team culture, marketing, and product. His track record includes developing payment platforms for both SMBs and Fortune 500 companies.
He has been recognized for his contributions to the payment industry and tech economy in Canada as the EY Entrepreneur Of The Year Prairies Technology overall.June 25
-
Amid the painful backdrop of history and the scale of the present-day challenges, pro bono financial advisors are focusing on their clients.
June 25
-
Just 9% of wills take pets into account. Here's how advisors can have a conversation with clients to ensure pets are properly included in their estate plans
June 25
Whittier Trust -
Middle-class residents in these states pay a smaller percentage of their paychecks to taxes.
June 25
