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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Anne Maltese is the Director of People Insights at
Quantum Workplace . She is passionate about making work better every day by coaching organizations on how to design engaging employee experiences that drive business success. Before joining Quantum Workplace, Anne was a consultant at Gallup, working with organizations to solve their most pressing business problems. Anne has a master's degree in I/O Psychology from the University of Akron and nearly two decades of experience specializing in employee engagement, performance management, and workplace cultures.May 23
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Martin Taylor is the co-founder and deputy CEO of
Content Guru , a global cloud communications and customer experience technology provider. Martin's responsibilities include product innovation and strategic market development.May 23
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As incoming president of Raymond James & Associates, Tom Walrond will seek to build on his firm's reputation for stability and advisor choice.
May 23
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The elimination of "staking" and associated yields tamp down enthusiasm for the products.
May 23
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The financial industry regulator contends firms are unnecessarily sounding the alarm that new policies will require going into the office five days a week.
May 23
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Barriers keep CPAs, attorneys, financial advisors and brokers from communicating effectively for their client's benefit — and the benefits of collaboration are significant.
May 23
Goheen Insurance -
Shawn Goheen, CSA, LUTCF, is a partner at
Goheen Insurance, A Simplicity Company , providing solutions to estate tax issues and helping high-net-worth individuals preserve their financial legacy. He is a 33-year veteran in the insurance industry.May 23
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James Gorman will step down as Morgan Stanley chair at year end, concluding an era in which the firm nearly failed before evolving into a wealth management leader.
May 23
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When bad advice scuttled his parents' retirement, Aaron Cirksena embarked on a mission to provide sound financial planning to as many people as possible.
May 23
MDRN Capital -
Michael Spataro is the chief customer officer at
Legion Technologies , an innovator in workforce management (WFM). His expertise lies with workforce management strategic planning for across multiple business sector with an emphasis on retail. Considered a thought leader in the Workforce Management space, he has a detailed understanding of workforce management space and the changing dynamics of the workforce.May 22
