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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Joseph Perello is the founder and CEO of Props, a performance-based creator marketing platform. He previously served as chief marketing officer of New York City, appointed by Mayor Michael Bloomberg, and as vice president of the New York Yankees.
April 30
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Andrius Tamosiunas leads
TMF Group 's transfer pricing and Pillar Two services. He brings over a decade of experience across the full spectrum of transfer pricing, including structuring, compliance, benchmarking and risk assessment. He has overseen numerous global transfer pricing documentation projects and has a strong track record in analysing complex cross-border intercompany transactions, including operational and financial transactions, restructurings, and IP licensing. He also supports multinational companies with a centrally coordinated approach to meeting their Pillar Two tax reporting obligations efficiently and accurately across multiple jurisdictions.April 30
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Dubai, UAE, April 28th, 2026, Chainwire
April 30
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The Trump administration's push for alternative investments in 401(k)s steamrolls ERISA law, argues Knut Rostad.
April 30
Institute for the Fiduciary Standard -
Ram Palaniappan is the founder and CEO of EarnIn, a fintech company that helps people access their earnings as they work and gain more control over their cash flow. A longtime entrepreneur, Ram started EarnIn after advancing pay to employees at his previous company who needed money before payday.
April 29
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Schwab services 16,000 RIAs with 2,000 different fee structures. According to the industry's largest custodian, the exact costs come down to "a very personalized negotiation" with the firms.
April 29
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Blue Owl has borne the brunt of investor angst around private credit and their non-traded BDCs after a scrutinized and eventually scrapped merger of two of its private credit funds in November led the manager to halt redemptions from the non-traded vehicle.
April 29
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Lori Thomas is a senior vice president at
MetTel , a leading provider of digital transformation and communications solutions for enterprises. She leads the firm's Strategic Engagement & Transformation efforts.April 29
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For our Know Your Niche series, Steve Mason, with Bank of America's Private Bank, has developed a client base out of horse lovers like himself.
April 29
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After experiencing $14 billion in assets outflows in the last quarter of 2025, UBS brought in more than $5 billion in the first quarter of this year.
April 29
