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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Kevin Gaut is Chief Technology Officer at
INSTANDA , a cloud-native intelligent policy administration platform that enables carriers and MGAs to build, manage, and distribute products with exceptional agility.January 2
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A FINRA arbitration panel finds a "pattern" in JPMorgan's attempts to blacken the regulatory records of advisors moving to rival firms.
January 2
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Vishal Sankhla is co-founder and CEO of
Outmarket .Sankhla has dedicated his career to building intelligent, automated systems that replace inefficiency with speed, clarity, and action. He previously led the platform team at Uber, was Director of Engineering at Facebook, and Head of Product at Ethos Life Insurance.
At Outmarket, Sankhla leads a team that delivers a comprehensive AI solution to the manual workflows, siloed data, and outdated processes that cost brokers and carriers billions in lost productivity each year. Outmarket is now trusted by over 200 of the world's most successful insurance agencies to streamline operations, reduce E&O exposure and drive growth. Connect with Vishal on
LinkedIn .January 2
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Mike Gerhard is chief data and AI officer atBDO USA , where he is responsible for integrating AI into BDO's operations. He has led numerous technology initiatives, including the enterprise digital transformation and innovation program. Additionally, he leads the research and AI development team.January 2
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Financial advisors often urge clients to delay Social Security to maximize benefits, but new research suggests early claiming may be a rational choice for most households.
December 31
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American Portfolios Financial Services, a formerly independent brokerage now under the Osaic umbrella, was accused of not being forthright about its handling of clients' uninvested cash.
December 31
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Patrick Armstrong leads the revenue function at ReSource Pro, guiding the company's go-to-market strategy across the retail, MGA/wholesale, and carrier segments. With more than 30 years of sales and insurance leadership, including 17 years as an agency principal, he brings deep industry expertise to helping organizations improve performance and drive profitable growth.
December 31
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For advisors who are also voracious readers, it's no surprise the books that most inspired them in their practices this year often focused on ways to improve client relationships and communication.
December 31
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It's no surprise that AI saw big gains, but some longstanding winners saw their fortune flag.
December 31
