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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Zack Schuler is the Executive Chairman and Founder of NINJIO, a leading cybersecurity awareness training company. With over 1,000,000 viewers a month, NINJIO empowers employees at some of the world's largest organizations to protect themselves against cyberthreats and scams. Prior to NINJIO, Zack founded Cal Net Technology Group, an I.T. Consulting and Security firm in 1995. Zack grew Cal Net into one of the larger MSPs in Southern California before selling the company to a private equity firm in 2013.
August 28
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AI agents are already transforming how financial planners and clients interact; the "app-less" version will add an infusion of enterprise-wide scale to the mix.
August 28
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The best time to start saving for college expenses is right now.
August 27
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Mary de Wet has about 25 years of experience in financial journalism. Before joining American Banker, she led the Dow Jones Newswires Americas team in covering corporate disclosures and analyzing news from Canada to Brazil. Her articles have appeared in The Wall Street Journal, MarketWatch and Barron's.
Follow her on X at @MarydeWet
August 27
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The deal comes an ongoing boom in private loans to businesses and consumers.
August 27
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Rising financial advisor productivity came with much better pay at these independent brokerages.
August 27
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Bruce Willey is the founder and CEO of
American Tax & Business Planning LLC , and is a CPA and tax attorney.August 27
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Schwab, TradePMR and other leading custodians scored highly for their execution of product offerings in a new in-depth study by The Oasis Group.
August 27
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The SEC obtained emergency asset freezes against Jonathan Adam and Tanner Adam, and their respective entities, to halt an alleged $60 million cryptocurrency Ponzi scheme.
August 27
