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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Sherin Ko is the head of underwriting, U.K. at Relm Insurance. Ko's background spans underwriting and broking, with particular expertise in cyber and technology risk. He works with businesses operating across digital assets, blockchain, AI, and other emerging sectors. At Relm, Ko focuses on understanding complex exposures and developing insurance solutions that respond to the evolving risks facing technology-driven businesses.
September 23
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New York, USA, September 23rd, 2026, FinanceWire
September 23
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Charley Cooper is president of Ava Labs and is a former chief operating officer of the U.S. Commodity Futures Trading Commission.
September 23
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UBS wants to keep its advisors happy and in their seats. As a result, its 2027 compensation policies avoid the usual grid-update mixture of "good news, bad news."
September 23
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Industry lawyers and experts say the latest wrinkle in a long-running LPL-Ameriprise recruiting dispute shows why advisors should strongly consider retaining their own legal counsel when changing firms.
September 22
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Nearly half of respondents reported plans to claim benefits early, with many citing fears about the health of the Social Security program.
September 22
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The latest Fidelity Investments M&A report displayed a trend that dealmakers had already been noticing: RIA buyers are getting more selective. But experts say sellers can still stand out with the right attributes, and they must find the right fit in the process.
September 22
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Lissele Pratt is co-founder of Capitalixe, a global payments and banking advisory firm. She was named to the Forbes 30 Under 30 Finance list in 2021.
September 22
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Jaime Rapps is a Partner at Grassi and brings over 15 years of audit, accounting and tax experience to his role. As a member of the firm's Nonprofit and Healthcare practices, he specializes in financial reporting, audits, reviews, compilations and tax work. Jaime advises various nonprofit and healthcare organizations on financial, operational and compliance matters. He has extensive experience auditing and advising libraries, museums, private and charter schools and charitable organizations.
September 22
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When AI providers use the increasingly vague catchphrase "human in the loop" as a verbal safety net, client outcomes and firm reputations are at risk.
September 22
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