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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Rockefeller becomes the latest firm to benefit from a steady stream of advisor defections from UBS this year.
December 26
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The IRS Criminal Investigation unit cited its top cases that led to multiyear prison sentences and multimillion-dollar financial settlements for tax crimes.
December 26
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These are the stories and issues that readers gravitated to in the last year.
December 26
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Unlike equity investors, who must plan around the 31-day exclusion window, cryptocurrency holders can sell and repurchase in the same session.
December 26
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Monetary policy remains the key to the markets. The Federal Open Market Committee predicts one rate cut in 2026, but the panel will get a lot of data before
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Across the industry, financial advisors are anticipating a busy 2026. From consumer protection cuts to AI regulation, wealth management could look very different a year from now.
December 24
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Angel Ayala became the subject of JPMorgan's latest suit against its former private client advisors — "two days before Christmas day when most people are spending time with family," said his lawyer.
December 24
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Phil McGriskin is CEO and co-founder of Vitesse, the trusted financial infrastructure connecting the global insurance ecosystem. With more than 20 years of fintech and payments experience, he leads the company's global strategy, focusing on fund transparency and control, efficient claims operations and business growth.
McGriskin co‑founded Envoy Services in 2006 and led it through acquisition by Worldpay in 2011, later serving as Worldpay's chief product officer and head of Worldpay Futures. In 2014, he launched Vitesse, alongside Paul Townsend, to address inefficiencies in insurance payouts and liquidity management.
Under his leadership, Vitesse has processed billions in claims, including £4 billion in the past year—and secured major backing, most recently a $93 million Series C led by KKR to fuel U.S. expansion.
LinkedIn:https://www.linkedin.com/in/phillip-mcgriskin-521a2b1/ December 24
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A former Procter & Gamble engineer spent years honing his message and targeting ads to make a nearly 100% niche clientele.
December 24
