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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Kyle Tierney leads solutions engineering at
RecVue , guiding enterprise organizations through the architectural design and technical validation of modern revenue platforms. He brings over 15 years of experience delivering complex billing, revenue recognition and partner compensation solutions across high-scale environments. Previously at BillingPlatform and Zuora, he worked closely with global enterprises to design monetization systems supporting subscription, consumption and multiparty revenue models. He earned his degree in Business Administration and Management from Bryant University.April 7
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It's that time of year again! Here's how to nominate a colleague — or yourself — for Financial Planning's annual Rising Star awards.
April 7
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Despite ongoing concerns over geopolitics and more, many advisors said they would increase allocations to foreign equities over the next few months.
April 6
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Michael Outlaw, the recently named president of Rockefeller Global Family Office, says family offices are defined more by the services they offer than by their relationships with wealthy families.
April 6
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Mary Callahan Erdoes is Chief Executive Officer of JPMorganChase's Asset & Wealth Management line of business – one of the largest and most respected investment managers and private banks in the world, with more than $7 trillion in client assets and a 200-year-old legacy as a trusted fiduciary to corporations, governments, institutions and individuals. Since joining the firm 30 years ago, Erdoes has held senior roles across Asset & Wealth Management before becoming its CEO in 2009 and joining the JPMorganChase Operating Committee, the firm's most senior management team.
Erdoes earned her undergraduate degree in Mathematics at Georgetown University. She serves on the Global Advisory Council of Harvard University, where she earned her MBA, the board of Harvard Management Company, and the U.S.-China Business Council.
Erdoes resides in New York City and has three daughters.
April 6
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Tim Johnson is an Insurance Analyst at Aceable Insurance, where he focuses on licensing requirements, workforce trends, and the evolving needs of modern insurance professionals. Aceable Insurance provides pre-licensing and continuing education courses for property, casualty, life, and health insurance, giving Tim direct insight into the challenges facing both new and licensed agents.
April 6
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Glenn Yago is senior director of the Milken Innovation Center at the Van Leer Jerusalem Institute. He teaches financial innovations at Hebrew University and UC Berkeley and is a senior fellow and founder of the Milken Institute's Financial Innovations Lab.
April 6
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The partnership between the long-established bank and the fintech brokerage will handle the development of the government-owned account platform behind the new government-seeded retirement accounts for children.
April 6
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FINRA and consumer advocates are raising alarms about online scams that are driving fraud losses into the hundreds of billions of dollars.
April 6
