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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The intersection between HNW clients and private markets is no longer about distribution, but integration.
April 8
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Gabe Lapito thinks many RIA owners who sell their businesses are looking for a big check to fund their retirement. But he and his partners, almost all in their 30s or early 40s, instead set their sights on adding new clients and assets.
April 7
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Advisors with asset minimums find themselves rejecting clients arbitrarily and can often feel disconnected from their clients' planning goals.
April 7
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Michael Schor is a partner in
Deloitte & Touche LLP 's audit and assurance practice, where he focuses on advising our domestic and international clients on matters of internal controls, including information technology, regulatory matters, risk management issues, and control and compliance management processes. He leads Deloitte's internal audit practice, with more than 20 years of experience advising Deloitte's largest clients on the various elements of the internal audit lifecycle, including risk assessments, audit planning and execution, and reporting to audit committees and key executive stakeholders.April 7
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Ryan Hittner is an audit and assurance principal at
Deloitte with more than 15 years of management consulting experience, specializing in strategic advisory to global financial institutions focusing on banking and capital markets. He co-leads Deloitte's artificial intelligence and algorithmic practice which is dedicated to advising clients in developing and deploying responsible AI including risk frameworks, governance, and controls related to artificial intelligence and advanced algorithms. He also serves as deputy leader of Deloitte's valuation and analytics practice where he leads Deloitte's Omnia DNAV Derivatives technologies, which incorporate automation, machine learning, and large datasets.April 7
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The Minneapolis-based company plans to leverage the arrangement to draw more attention to its growing list of national business lines, transcending its regional reputation.
April 7
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A Wells Fargo executive is using her own cancer diagnosis as a wake-up call and teaching case for financial advisors and their clients' estate plans.
April 7
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Ariege Misherghi, SVP and GM of Accounts Payable, Accounts Receivable and Accountants at BILL, is a customer-focused product leader who has spent her 20-year career building innovative solutions for small and mid-sized businesses and the accounting professionals who serve them.
April 7
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O'Neal Lawrance Barnett is a banking blockchain strategist and researcher specializing in the structural evolution of the financial sector. He has previously served as a vice president at Fifth Third Bank, Bank OZK and Huntington Bank. He holds a doctorate in Corporate Finance from Liberty University.
April 7
