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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Advisors have a role to play in facilitating the great wealth transfer, and some wealth owners are uncertain about whether heirs are ready.
July 20
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Even more than access to alternative assets and simplified platforms, advisors are looking to outside account providers to help them manage clients' taxes.
July 20
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Michael Podgortsev is a Director of Data & AI Strategy at a technology advisory firm, and a former CTO with 15 years of building data and AI systems that assess and serve customers. He writes about how systems optimized for an 'average' quietly fail the people who don't fit it.
July 20
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Norm Hudson is CEO and co-founder at
Staff Boom . Norm Hudson is an accomplished insurance executive with over two decades of industry expertise, has a proven record in leadership and management. Previously, as principal owner and CEO of Inszone Insurance Services, Norm Hudson led a team across 40 locations, propelling Inszone into the top 100 national insurance agencies. His commitment to an open, transparent, and accountable company culture played a pivotal role in Inszone's success.With roles such as COO of Confie Seguros and president/CEO of Cost U Less Insurance, Norm demonstrated expertise in strategic leadership, sales optimization, and achieving significant revenue growth. Norm's legacy in the insurance industry is defined by innovation, leadership, and success, notably exemplified in creating Staff Boom to meet industry-specific needs.
July 20
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Two-thirds of Americans fear running out of money in retirement. Advisors who aren't planning for a 40- to 50-year horizon may not be planning far enough.
July 20
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Lilia is SVP of Product Management for the Property & Casualty and Reinsurance division at Sapiens International. With close to 25 years at IDIT/Sapiens, she has shaped the product direction of one of the insurance industry's most established core platforms — from policy administration and claims through to digital transformation and AI-driven automation.
July 20
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Hadas Tobolski is Senior Vice President of R&D, P&C Products at Sapiens International, where she leads a broad engineering organization spanning multiple insurance software product lines. With a career built across insurance tech, fintech and banking—she brings deep expertise in scaling R&D organizations, driving AI-led innovation, and turning complex technical challenges into real business impact.
July 20
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ADHD can cause a slew of financial woes for clients, leaving them feeling overwhelmed, frustrated or emotional. Here is how advisors can help them build their confidence and stay on track.
July 17
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In its annual survey of industry consolidators, DeVoe and Co. detects signs that the upward march of RIA deal valuations may soon come to a halt.
July 17
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Clients with concentrated stock holdings might be better off turning their portfolios into ETFs in a tax deferral transaction called a Section 351 conversion.
July 17
