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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Money News Network CEO Nicole Lapin and her RIA collaborators are building direct services through her growing base of readers, viewers and listeners.
January 26
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Chuk Okpalugo is the founder of Stablecoin Blueprint, an independent research and education initiative. He also serves as editor of Money Code, a stablecoin-focused newsletter published by This Week in Fintech.
January 26
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Sarah Biernbaum is the director of business development at Choice Mortgage Group
January 26
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The inquiry into the now-defunct Credit Suisse's former dealigns with Nazis comes as UBS pushes to build its U.S. wealth business working with wealthy clients.
January 26
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Venkat is a senior manager in the Tax Technology and Transformation practice of Ernst & Young LLP (EY US), where she helps to define the digital strategy for the US firm's indirect tax platform and wider innovation agenda. Drawing on deep experience in AI, data engineering and cloud architecture, she leads cross-functional teams that translate complex tax requirements into agile, client-ready solutions, keeping EY US at the vanguard of tax modernization. Venkat works with tax executives to build enterprise-scale data lakes and embed agentic automation for real-time insight, reinforcing trusted delivery to businesses worldwide. She holds an MS in Information Management from Syracuse University and a B.Tech in Information Technology from Anna University.
January 26
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The record pay package for the Goldman CEO comes after a year of soaring profits for the firm's investment bank.
January 26
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Brent McIntosh is Citi's chief legal officer and corporate secretary. Brent leads Citi's Global Legal Affairs & Compliance organization, which includes the Legal Department, Independent Compliance Risk Management, Citi Security and Investigative Services and Citi's Regulatory Strategy and Policy function. He is a member of Citi's Executive Management Team.
Brent served as under secretary of the Treasury for international affairs from 2019 to 2021. From 2017 to 2019, Brent served as Treasury's general counsel. Prior to that, he was a partner in the law firm of Sullivan & Cromwell.
Brent served in the White House from 2006 until 2009, first as associate counsel to the president and then as deputy assistant to the president and deputy staff secretary. Before that, he was a deputy assistant attorney general at the Justice Department.
January 23
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Susana Ortega Valle is the VP of Product, where she leads the strategic vision for how small business owners engage with insurance. Throughout her two-decade career, she has built a reputation for developing high-performance teams that thrive on innovation and challenge conventional thinking.
Prior to joining Simply Business, Susana held digital product leadership roles at State Street and Santander Bank. Her approach to data-informed, AI-forward product strategy is backed by a robust academic foundation, including two MS degrees in Telecommunications Engineering and an MBA from MIT.
January 23
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Advisors know that a transition plan is important, but many fall into the trap of procrastination.
January 23
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Plus, Cetera adds a $1.9B tax-focused firm, Choreo acquires two RIAs, and Modern Wealth expands in New York.
January 23
