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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Ian Drysdale is CEO of One Inc. since 2021. Named one of the top CEOs in insurtech in 2025. Ian brings over 30 years of senior leadership experience from major payments platforms, including Zelis, Elavon, and WorldPay.
Before joining One Inc, Ian was executive in residence at Great Hill Partners, focused on investments and advisory in the financial technology sector. He holds a BA from Bishop's University in Canada and an MBA in International Business from Florida Atlantic University.
July 9
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If you have high-net-worth clients with capital gains, retire the old playbook for qualified opportunity zones. The program is now a recurring planning regime.
July 9
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Pankaj "Romy" Malviya is a renowned technologist, patent holder, and serial entrepreneur with a track record of building transformative enterprise software companies. He is the founder and CEO of Pulpstream, which he established with the
vision to streamline business processes through innovative technology solutions. Malviya's entrepreneurial ventures have consistently resulted in successful exits, with his products being utilized by some of the largest companies in the world.July 8
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In a Q&A, planner Louis Barajas explains how he wrote an interactive guide to building generational wealth and how financial advisors can learn from its universal principles.
July 8
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Jon Giuliani is the chief revenue officer of
Ximplifi , where he leads finance, sales and operations to help businesses scale with outsourced accounting and trust accounting automation. He has over a decade of executive experience across health care, finance and technology.July 8
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Anne Eberhardt is a senior director and forensic accountant in the New York office of Gavin/Solmonese. She is a certified fraud examiner and a certified anti-money-laundering specialist.
July 8
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At face-value, HSAs are for short-term medical expenses, but advisors suggest paying out of pocket to maximize HSA funds for investing and tax-free growth.
July 8
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Josh Cashman, CFA, teaches corporate finance at the University of Denver's Daniels College of Business and advises on lower-middle-market M&A transactions. Ron Neufeld, CPA, previously taught accounting at Regis University. Tom Yeh, Ph.D., is a professor of computer science at the University of Colorado Boulder, where his research focuses on artificial intelligence applications in document understanding. Together they are partners engaged in AI-driven Quality of Earnings through QoEAgent (
https://qoeagent.ai/ )July 8
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Blind trust in AI tools can be a one-way ticket to a fiduciary crisis. Here's how to build a verification process that protects your clients and your firm.
July 8
WorkWise Solutions -
Clients aren't just curious about estate planning, they're insisting that their advisors provide it.
July 7
