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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Naaz Scheik is the founder and CEO of SoftPak Financial Systems, where he has spent over 30 years pioneering quantitative fintech solutions for global investment firms and banks. A former quantitative analyst, he was named one of the Top 50 Financial Technology CEOs of 2024 in the Financial Technology Report.
January 7
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Spot bitcoin ETFs simplify custody, but they cost clients a major tax advantage. Here is why direct ownership still wins for HNW and UHNW clients.
January 7
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Keith Todd Ashley, an advisor indicted for the murder of a client, has turned to the Fifth Circuit of Appeals to fight his 60-year prison sentence in a related fraud case.
January 7
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The industry's biggest firms are winning the battle for assets but losing the war for high net worth efficiency. New data reveals how some of the biggest RIAs are growing through volume, not value.
January 7
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While 2025 was a transformative year in wealth management, further implementation of AI tools into technology stacks means advisors' workflows in 2026 are sure to change.
January 6
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The tax shield on student loan forgiveness has expired. Here is how advisors can help clients lower their burdens.
January 6
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Logic (and compelling Cerulli Associates data) explain why advisor teams are gaining momentum. But teaming is not the only option for growth.
January 6
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Frank Pignanelli is the executive director of the National Association of Industrial Bankers.
January 6
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