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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Amanda Riley joined HealthEquity more than 12 years ago and has worked in member services, operations, sales and now focuses on enterprise relationships. The majority of her work has been focused on helping to shape and evolve benefits programs at organizations of all sizes. Amanda lives in Washington state and can be found on
LinkedIn .May 15
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Aaron Cirksena, founder and CEO of
MDRN Capital , has devoted his entire career to financial planning, distribution planning and managing client money.He worked with multiple $1 billion teams at Morgan Stanley and independent firms, and eventually created his own independent services firm in MDRN Capital. As a fully digital firm, MDRN prioritizes efficiency and convenience, providing remote consultations and digital account opening.
May 15
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Founder and Director of the IoT Insurance Observatory, and Global Ambassador of the Italian InsurTech Association.
Internationally recognized as an insurance industry strategist and a world-renowned authority on InsurTech, he has worked in 20 different international insurance markets. Co-author of a book, 18 papers and more than 100 thought-leadership articles on insurance innovation. He has been invited to speak at more than 200 events across the world.
Accomplished business leader who co-founded Archimede, a SPAC that raised €47M and acquired the Italian insurance carrier Net Insurance in 2018. As board member and chairperson of the innovation advisory board, played a key role in the success of the listed combined entity. This journey resulted in Poste Italiane's acquisition of Net Insurance in May 2023, generating a 120% return for SPAC investors.
Before creating Observatory and co-founding Archimede, he spent 11 years in Bain & Company. He received his Business Administration degree from Bocconi University, also executive program certificates in IoT and data monetization from the MIT Sloan School of Management.
May 15
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Rachel Lin is a co-founder and CEO of SynFutures, a decentralized derivatives trading platform. She previously worked in the global markets division at Deutsche Bank, where she specialized in derivatives, and is also a founding partner of Matrixport, one of Asia's largest crypto neobanks.
May 15
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Matt Rampe, ASA, PCC is a partner at
Rosenberg Associates , a top-ranked CPA firm consultancy. His specialties include strategic planning, managing partner coaching and practice management. His complete biography is availablehere .May 15
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The consumer price index came in a little cooler last month, ending a streak of bad inflation data — at least for now.
May 15
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Vanguard names former BlackRock executive Salim Ramji its new CEO to succeed the retiring Tim Buckley in July; Ramji will be the first outsider to lead Vanguard.
May 15
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Women see and understand the research underscoring the benefits of diversity in leadership and want to align their investment dollars with this approach.
May 15
Nia Impact Capital -
Officials from FINRA and SEC spoke on how they are examining AI and emerging technology while also raising new risk concerns like deepfakes, which could make voice recognition software obsolete.
May 14
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Wealth managers often plan as if their clients will live to age 95 — but few Americans do. New research suggests a different approach.
May 14
