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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Abhishek Peter is the Manager - Digital Marketing at
FECUND Software Services . He has a passion for solving complex problems with innovative solutions. Through his blog, Abhishek shares his expertise and provides insights into the worlds of marketing, insurance, technology, and more.December 1 -
Retirement is not a clear-cut undertaking for employees. Here's how to get more prepared.
December 1 -
The fine arises from market manipulation committed by a pair of former employees over the course of nearly seven years.
November 30 -
Overall, Canada's largest bank saw its bottom line grow last quarter. But an American subsidiary is causing headaches for its wealth management business.
November 30 -
The longtime advisor and fintech founder made his first trip to Future Proof to soak up a little bit of sun, and a whole lot of knowledge.
November 30 -
Nick is a startup veteran and Internet technology expert with over 25 years of application development, testing, and cybersecurity experience. He is recognized as an industry expert in the realms of API development, API management, and API security. In the world of APIs, Nick has helped architect and implement some of the largest API Management and monolith to microservice digital transformation projects in North America. Nick has had the honor of speaking at prestigious conferences including Blackhat, RSA, AWS re:inforce, SecureWorld, APIWorld, and his expert opinions are regularly featured in prominent publications such as Darkreading, Infosecurity Magazine, Computer Weekly, SC Magazine, Security Boulevard, Security Week, and many others.
As Field CTO and Product Strategist at Salt Security, Nick helps guide and positively influence how organizations can foster API-driven success, while protecting themselves from today's emerging API security threats. Prior to joining Salt, Nick was an early contributor to the success of Kong, the world's most widely used API management platform.
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Justin Underwood is the founder and managing principal of Flat98 Strategies & Communications LLC. Underwood previously served as the Executive Director and CEO of the American Bankers Association Securities Association (ABASA). In 2022, Underwood was named an honoree for the Washington Business Journal's 40 Under 40 Business Leaders in DC. He earned a master's degree in government and an MBA from the Johns Hopkins Carey Business School.
November 30 -
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Traders betting that regulators will approve a U.S. spot bitcoin exchange-traded fund sooner rather than later have all but evaporated a once-gargantuan discount on the world's biggest crypto fund.
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