In|Vest West 2018 Direct

As "blue zone" lifestyles and AI medical tech push human life expectancy over the century mark, retirement planners must ensure that "wealth spans" keep pace.

Olga Cameron is the senior team lead for BenefitsVIP, where she leads a dedicated participant support team delivering concierge-level service to client Human Resources partners, employees, and their dependents. Serving as second in command to the BenefitsVIP Director, Olga plays a key role in the implementation and support of departmental technology platforms, including the BenefitsVIP Mobile App. She also actively participates in employee-facing webinars and prospect presentations, educating clients and participants on benefit programs while showcasing available support resources and mobile technology, and reinforcing the value of the BenefitsVIP service model.

For wealth management firms, organic growth is often tied directly to marketing.

Touchstone Wealth Partners is the fourth team with more than $1 billion in client assets to join Wells Fargo's FiNet unit this year.

Zach Lindquist is the co-founder of Pure Crypto.

The rising tide of asset values led to compensation increases above 200% in some cases, but small ticks down for the chiefs of two firms.

Cameron Fowler is the CEO of Early Warning, the company behind the peer-to-peer payment service Zelle, and Paze, a digital wallet.

Craig Hamm is a partner in BPM's transaction advisory services practice, where he advises buyers and sellers across quality of earnings, financial due diligence, and corporate carve-out engagements.

For advisors like Chris Diodato of WELLth Financial Planning, everything from insurance to industry software is costing more these days.

It can be hard for advisors to fully understand what clients and prospects truly want. The right questions can uncover not just financial blind spots, but the fears, priorities and assumptions behind their decisions.