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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Julie Schieni is vice president financial services at InvoiceCloud. She has over 25 years of experience in insurance and information technology. She has held leadership positions in software companies and property and casualty insurance carriers.
January 23
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Money manager Brian Heywood has already spent nearly $7 million of his own money to get six ballot initiatives in front of Washington State voters this November, half of them tied directly to taxes.
January 23
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Many financial planners have yet to incorporate crucial documents like wills and trusts into their service offerings — a potentially costly mistake, writes the CEO of a wealthtech platform.
January 23
Wealth.com -
Arming advisors for the future — one in which humans and machines get along just fine — was on the minds of the two Orion execs.
January 22
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Gary Eimerman is chief learning officer at Multiverse. Gary is a tested leader in applied learning and, in his role at Multiverse, ensures apprentices have access to a world-leading learning experience that enables them to transform their careers.
January 22
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The Internal Revenue Service has revised the question it has asked in recent years about income from digital assets such as cryptocurrency on the Form 1040 for individual taxpayers this tax season and added it for the first time to tax forms for estates, trusts, partnerships and C and S corporations.
January 22
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The IRS and Labor Department issued guidance on the new savings vehicles, but financial advisors and other wealth management professionals have questions.
January 22
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Greg Wilson of the Wall Street giant's Asset & Wealth Management unit wants to provide employees with tailored plans using a blend of technology and personal financial coaching.
January 22
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Thomas Deas served as chair of the National Association of Corporate Treasurers from 2016 to 2022, and for 15 years, as the vice president and treasurer of FMC Corporation (NYSE: FMC), a leading agricultural sciences company.
January 22
