In|Vest West 2018 Direct

Bola Akinsanya is the founder of Unlevered, a residential cost segregation and asset-depreciation platform for CPAs and real estate investors. She was previously Global Director of revenue and vetting systems at Airbnb.

Taxpayers and tax pros have already dealt with many changes from the One Big Beautiful Bill Act on 2025 returns, but many provisions will be effective for the first time in 2026.

Diwas KC is a professor at Emory University's Goizueta Business School, where his research focuses on healthcare delivery and pricing. He has been analyzing CMS-mandated hospital pricing data to build procedure-level benchmarks for the Georgia commercial market.  Data source for article: CMS-mandated hospital machine-readable files (2026), Georgia hospitals, commercial payer rates. Facility fees only — excludes physician and anesthesia fees.

America's fertility rate is at an all-time low, and the cost of treatment is climbing. Financial advisors discussed how to plan, both financially and emotionally, for the cost of becoming parents.

In pitting AI agents against historic 60-40 portfolio results, JPMorgan found AI won every time. But researchers could not rule out the possibility that the systems could have essentially cheated.

Members of the Women's Alliance of Financial Advisors saw a need to launch a specific program of mentorships and discussions focused on young people and career-changers entering the field.

Larry Cao, CFA, is Senior Market Intelligence Analyst, AI, at American Banker, where he focuses on the adoptions of artificial intelligence across banking and financial services.

Larry has more than two decades of experience in investment research and financial services, with a particular focus on AS adoption, data-driven investment processes, and the future of finance. He previously served as a senior research leader at CFA Institute, where he led and authored research on AI, big data, fintech, investment management, and evolving skillsets in the financial industry. He is the editor of Handbook of Artificial Intelligence and Big Data Applications in Investments and author of research on AI adoption and T-shaped teams.

Larry's research and commentary have been cited by regulators and industry organizations globally, and featured in major media outlets including Bloomberg, the Financial Times, The Wall Street Journal, and Reuters. Earlier in his career, he held roles at Morningstar/Ibbotson Associates, Munder Capital Management, and McKinsey & Company.

Larry holds an MBA in finance from the University of Notre Dame.

Some of Larry's publications include:

Books and reports

• Ten Structural Shifts in AI Adoption: Evidence, Frameworks, and Emerging Frontiers (2018 -2025)
• Handbook of Artificial Intelligence and Big Data in Investments
• T-Shaped Teams
• AI Pioneers in Investment Management
• Multi-Asset Strategies: The Future of Investment Management

Interviews/presentations (video)

• ChatGPT and the Future of Investment Management
• AI and Big Data in the Future of Investment Management

Dave Maney is the CEO of The Expert Press, which helps companies conceive, create, and nationally publish high-authority thought leadership pieces. Generative AI is changing how prospects discover and evaluate expertise, as AI increasingly builds vendor shortlists before buyers ever visit a website. In this article, Dave argues why firms must shift from producing high volumes of marketing content to creating citation-worthy, third-party validated expertise that AI can surface. He also outlines the practical changes necessary to remain visible, credible, and discoverable in an AI-first buying environment.

InvestSuite's Storyteller Suite delivers quarterly results as a PDF, video or podcast — with a hero, a villain, and a structure designed to upgrade advisor-client conversations.

Reviewing the IRS' long list of eligible expenses with clients can reveal hundreds or even thousands of dollars in annual costs previously paid out of pocket, one advisor said.