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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Huntington Investment Company is accusing a former advisor of resigning with no advance notice and then using confidential information to drum business from ex-clients.
July 2
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Geraldine Carter is a business coach for CPA firms. She is also the host of the "Business Strategy for CPAs" podcast, and the author of the recently published "Down to 40 Hours — A Roadmap for CPAs to End Overworking without Giving Up Revenue," which available on
Amazon.com or atgeraldinecarter.com/book .July 2
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Nicole Mwesigwa is the co-founder & COO ofiCover , a Missouri-based insurtech company that has designed the "Best Life Insurance Buying Experience." She has over 20 years of experience in InsurTech with expertise in eApp innovation, AI-based underwriting, and compliance. Prior to iCover, she built Reinsurance Group of America's inaugural predictive underwriting service. As a social entrepreneur, innovator, and digital insurance leader, Nicole is paving the way for a new era in the insurance industry where technology serves as a catalyst for change, enabling better, faster, and more personalized services.July 2
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The DOJ may say pot is less dangerous for people than it's historically claimed, suggesting it may be less dangerous as an investment, too.
July 2
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The court made it tougher for the administration to defend regulations it issued in recent months to tackle climate change, forgive student debt, crack down on so-called junk fees and write tax regulations.
July 2
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CEO Larry Fink predicts will prove the key to 'democratizing' alternative investments.
July 2
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Kathy is the Chief People Officer and leads all aspects of people strategy at Cognizant. She guides how the company attracts, develops, engages, and rewards its diverse global workforce. She is focused on providing an exceptional associate experience for talent at all career stages and ensuring Cognizant is an employer of choice in the industry
July 1
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iCapital's Jason Broder talks about the fintech's massive expansion to help advisors implement alternative investments in traditional portfolio management.
July 1
