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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Ed Bodey is general counsel at Exclaimer, a global SaaS company, where he advises on commercial, regulatory, and governance matters across multiple markets. With nearly two decades of experience, he has built his career working with technology companies at every stage of growth, developing deep expertise in company and commercial law, intellectual property, financial services, and employment. He has been recognized by Chambers and Partners as "everything you want in a commercial lawyer" and by Legal 500 as "a trusted advisor who is a pleasure to work with."
April 6
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Douglas M. Slaybaugh, PCC, CPCC, CPA, CGMA, is the owner of The CPA Coach, which offers professional coaching for leaders in public accounting.
April 3
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The Trump DOL has said it "has no current plans" for further rulemaking, but that contradicts its own notice of potential regulation last year.
April 2
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Ajay Pandita is Senior Vice President and Head of the Financial Services, Fintech and Insurance Business Unit at Cognizant. He has over 28 years of experience delivering strategic value and operational excellence to some of the world's largest financial institutions across North America, Europe and APAC. Ajay advises global clients on operating model optimization, benefits realization, business transformation and technology innovation to help them achieve their business objectives and modernize IT and operations.
April 2
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The 10 states that offer the best return for residents' tax dollars.
April 2
