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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Tom Brown is a partner and general counsel at Nyca Partners, and a special advisor at Paul Hastings, LLP.
December 22
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Phil Calvin is chief product officer at Delinea and brings more than 25 years of software development, technical leadership and entrepreneurial experience to Delinea. His areas of expertise include technical strategy, cloud architecture, and engineering executive management. Prior to Delinea, Calvin spent nearly a decade at Salesforce in a variety of architectural and engineering leadership roles, most recently leading the platform engineering organization and focusing on making the Salesforce platform trusted, accessible and scalable. His earlier career included several startups and engineering roles, including serving as principal architect at Citrix after an acquisition of another one of his companies.
December 22
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Industry watchdogs weren't concerned only about hot topics like artificial intelligence and cybersecurity but also remote work policies and the ability of brokers to clear their names.
December 22
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Patrice Meagher is the Founder and CEO of MilkMate, an all-in-one multi-user pumping system purpose-built for the workplace wellness room.
December 22
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Though more women are entering the industry, gender bias and other historical barriers remain.
December 22
Bank of America Private Bank Wealth Strategy Group -
LPL Financial, Cetera Financial Group, Raymond James, Ameriprise and other industry giants drove a much bigger volume of transitions this year.
December 22
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Karen P. Schaeffer is the managing member and co-founder of Schaeffer Financial, a financial consulting firm in suburban Washington, D.C.
She has been advising clients for over 40 years and has developed a diverse client base including professional women, Foreign Service Officers, foreign nationals and federal government employees. In addition to her financial planning practice, she is a popular lecturer and seminar leader. She has spoken on global financial planning issues at many international conferences and has represented the CFP Board at Financial Planning Standards Board meetings around the world. Organizations that have drawn on her expertise include the World Bank, the Department of the Treasury, the International Monetary Fund, the Federal Deposit Insurance Corp. and the Department of State.
December 22
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Nancy A. Kistner, CFP, is a managing director, wealth strategy executive and head of business strategy for the Bank of America Private Bank Wealth Strategy Group.
She also serves as the wealth strategy division executive for New York and the West Division for the Private Bank headquartered in New York. In addition to leading business strategy for the Wealth Strategy Group in the Private Bank, she directs the efforts of wealth strategists throughout New York City and the West Division, encompassing twelve markets across eight states including Arizona, California, Colorado, Nevada, New York, Oregon, Utah and Washington. She also serves as an executive leader of the Private Bank Onboarding Council, Whole Family Engagement Council and Advisor/Analyst Development Programs.
December 22
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Banks, payment companies, mortgage lenders and insurance providers are racing to seize an advantage from generative artificial intelligence. Some have been especially aggressive in deciding which workflows — or entire jobs — can be handed off to AI.
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The IRS is rolling out a voluntary disclosure program to let businesses pay back Employee Retention Credits they claimed in error.
December 21
