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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Joe Lau is a co-founder and the president of Alchemy, a blockchain developer platform.
January 20
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Billy Abrams is in Correspondent Business Development at AD Mortgage and is the CEO of IF Securities. Abrams has experience in commodity futures and options brokerage and trading, as well as in institutional fixed-income sales and trading. His product experience includes repo, treasury, agency, corporate, MBS and derivatives. Prior to joining AD Mortgage, for more than a decade, he worked exclusively with mortgage originators, helping them to hedge with TBAs.
January 20
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The ballot initiative was proposed by a California union as a way to fund health care.
January 20
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Kip Meadows is the founder and CEO of Nottingham, which provides consulting and administration for ETFs, mutual funds and exempt investment pools.
January 19
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New OBBBA restrictions mean wealthy donors lose deductions on smaller, routine gifts. Here is how to use DAFs and donation grouping to preserve tax benefits.
January 19
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Rob LaHayne is the CEO and co-founder of Leap Health, a new platform providing infusion therapy with at-home, transparent pricing, and major cost savings for employers and patients.
January 16
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Thursday's Shaping Wealth Advisor Board webinar explored how advisors can sharpen the focus of their messaging and content to resonate with clients and prospects.
January 16
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Plus, Wells Fargo and Raymond James pull more teams from Commonwealth/LPL, and Elevation Point takes a stake in a UBS breakaway.
January 16
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The former CEO of Orion Advisor Solutions has since become involved in several artificial intelligence startups, which he hopes will be integrated into advisor technology stacks.
January 16
