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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Anna Garcia is the founder and managing partner of Altari Ventures, a New York-based early-stage enterprise fintech fund focused on data-driven enterprise intelligence, capital markets and asset management technology, CFO tech stack, embedded finance and decentralized/centralized infrastructure convergence. Altari invests primarily in pre-seed and seed stage opportunities.
January 25
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Investors have a wealth of options for putting their capital gains to work through this program.
January 25
OZPros -
Ashley Tison, Esq. is the founder of
OZPros , an opportunity zone consultancy. A consultant and attorney on opportunity zones, tax-advantaged structures and investing strategies, he has advised over 500 commercial property investors, family offices, investment advisors and high net worth individuals on how to maximize their tax savings in real estate investments.January 25
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It's way past time for the industry to apply a core investment concept — diversification — to achieve gender equality in its ranks.
January 25
Mind Money -
Businesses are likely to see more sales tax audits in 2024 as a result of changes happening across the states, according to a new report.
January 24
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The St. Louis-based firm's earnings fell by 8.4% in last year's fourth quarter. But its wealth management business could not be stifled.
January 24
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The revamped Estate Snapshot tool promises to create estate planning documents in minutes rather than days through artificial intelligence.
January 24
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Helen Grace Caldwell told her employees about her side film hustle but neglected to add that her clients were helping her fund it.
January 24
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Nancy K. Klotz, MD, MBA, FACP, is chief medical officer at Brighton Health Plan Solutions, where she is responsible for clinical strategy across the company's various business segments.
January 24
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The superstar player's decision to push back his record-breaking pay intrigued planners who pointed out a bevy of wealth-related questions.
January 24
