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.
-
Vannessa Gennarelli, principal of Fortuna and author of "Surviving Change at Work," shares how leaders can captain an acquisition.
November 14
-
Joni Andrioff is a lawyer at the Washington National Tax office of RSM US LLP.
November 14
-
Jules Levenson is senior counsel at Seyfarth Shaw LLP in Chicago. He represents employers, benefit plans, and plan sponsors in a wide range of employment law matters, with a focus on a range of employee benefits litigation matters.
November 14
-
-
The company that transitioned from risk to growth in 2023 ends the year with a big C-suite change.
November 14
-
Scott McFarlane co-founded
Avalara in 2004 and is the company's CEO. Avalara started as a provider of digital sales tax compliance solutions in the U.S. and has grown globally to become a market leader in compliance automation software. Avalara's mission is to be part of every transaction in the world by automating the compliance journey for businesses of all sizes.November 14
-
A pair of advisors caught up in long-standing recruiting litigation will lose money from an earlier FINRA award in order to pay penalties to their former employer.
November 13
-
A panel of representatives from several firms across wealth management discussed retention strategies at the CFP Board's Diversity Summit.
November 13
-
Called Powder and crafted by the minds behind Addepar's Navigator, the wealthtech startup wants to cut the old-school sales process from months to weeks by injecting AI into every step.
November 13
-
Richard Wickliffe, CPCU, ARM, CLU has been in leadership in the insurance industry for over 20 years. He has been a keynote speaker about unique fraud and insurance crimes at venues including a CPCU conferment and the FBI's InfraGard Counterterrorism conferences, where he received the FBI's Exceptional Service in the Public Interest Award. He's also the author of award-winning crime fiction, as well an upcoming non-fiction about insurance crimes. He can be reached at RLWickliffe@yahoo.com.
November 13
