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 nine-person team specializes in working with ultrahigh net worth clients, including private equity partners and company executives.
October 20
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The Hearsay User Maturity Model evaluates and quantifies advisors' social behaviors, and provides guidance on how to get better.
October 20
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The CRPC is a popular sister certification of the CFP. FP spoke with the program's head and with advisors who say it's a must-have credential for retirement planning.
October 19
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Regulators promise to pay special attention to how firms are using technology to not only guide investments but also to protect client data.
October 19
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The former United Capital is losing out on new leads from one of the major sources while folding into a firm known for tapping into the former TD program.
October 19
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Heeren joined Gradient AI to grow its engineering team and build world-class machine learning offerings. He brings over 30 years of leadership experience building and leading both engineering and product teams across a wide range of industries and problem domains.
Prior to Gradient AI, Heeren was the Chief Technology Officer at Vestmark, where he was recognized as a thought-leader in the wealth management industry and is active in a wide range of industry associations and initiatives, chairing a number of industry committees. He has also served in leadership roles at a number of public and start-up companies including Vignette Corporation, Simulation Sciences Corp., Workgroup Technology Corporation, and MITRE Corporation.
Heeren holds a BS in Computer Engineering from the University of Illinois at Urbana- Champaign and a MS in Computer Engineering from Boston University.
October 19
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The founder of an ETF that tracks all American public companies with female CEOs sits down with American Banker Editor-in-Chief Chana Schoenberger to discuss why it matters if a company has a woman as CEO.
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The mega bank predicts the traditional investing strategy will outperform both cash and inflation in the next 10 years.
October 19
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