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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Christina Lee is a Researcher at
ACTUAL , where she focuses on comprehensive policy and industry-related research. With a keen interest in energy and sustainability, Christina delves into topics ranging from renewables and green hydrogen to supply chain dynamics and electric vehicles (EVs). Her research involves synthesizing complex data and trends to provide actionable insights for decision-makers in both public and private sectors. Christina earned her BA in Urban Studies and Planning from the University of California, Berkeley, from the College of Environmental Design.April 11
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Karthik Balakrishnan, Ph.D, is the President and Co-founder of ACTUAL, the Capital Planning Software that allows enterprise CFOs to greenlight the investments which allow them to meet their sustainability goals. With over a decade of experience working at the intersection of asset transformation and supply chain, Karthik has established himself as a sought-after leader, speaking at various events on sustainable development, government policy and global implementation. Karthik holds a PhD and MS from Stanford and a BS from UC San Diego all in Aerospace Engineering.
April 11
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The top European regulator worries that big executive pay checks are leading to 'alienation between companies and the people.'
April 11
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Cris Cicala is a partner in Stinson LLP's New York City office. A corporate, finance and banking attorney with more than two decades of both domestic and international experience, Cris focuses his practice on providing corporations, financial institutions, private equity and credit funds, real estate developers, media companies and entrepreneurs with practical and strategic legal advice.
April 11
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The new awards program will honor innovators who are developing and implementing technology that is moving the wealth management industry forward.
April 11
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A planner needn't be an expert on all things estate planning to strengthen client relationships and expand holistic offerings.
April 11
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Investors poured cash into exchange-traded funds last month. Here are the biggest winners.
April 11
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Survey results from the payment processing firm AdvicePay suggest fee-for-service models for financial planning continues to grow.
April 11
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To protect their own talent pipeline, financial companies need to make sure that they're not only protecting the entry-level roles that AI threatens to take over, but getting the enthusiastic buy-in of the people most likely to be affected, according to experts from Fiserv, Segpay and Featurespace.
April 11
