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.
-
Alia Mahmud is a regulatory affairs practice lead at
ComplyAdvantage , a leader in financial crime intelligence.April 10
-
The firm may pursue its claims through an administrative office at the agency after agreeing with the federal government to dismiss its case.
April 10
-
Kevin Pierce is VikingCloud's chief product officer and has been with VikingCloud since 2016. Kevin leads the company's global product development, service delivery, consulting, and managed security testing teams as they leverage machine learning and artificial intelligence to deliver next-generation cybersecurity. During his nearly 30 years in the technology space, Keven designed and built highly scalable cloud systems for secure data exchange, supply chain optimization, and cybersecurity in multiple industries. He also co-founded two technology companies that each grew to hundred-million-dollar valuations prior to exit.
April 10
-
FP's annual ranking displays the impact of big one-time awards for four executives and a look at which chiefs netted the biggest increases and decreases in 2023.
April 10
-
Jim Wesloh is the president and founder of
Procas , a provider of financial solutions for government contractors.April 10
-
Caitlin Frederick, CFA, CFP, is the director of financial planning and a wealth advisor with
Ullmann Wealth Partners .She also assists clients who utilize the firm's Divorce Advisory Services. Frederick is a member of the American Institute of Certified Public Accountants and co-author of "
Move Forward Confidently: A Woman's Guide to Navigating the High-Net-Worth Divorce ."April 10
-
The Fed has said it wants to see strong signs of falling inflation before it starts cutting interest rates. Wednesday's data was anything but that.
April 10
-
