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.
-
Nathan Stevenson is the founder and CEO of ForwardLane.
Prior to launching ForwardLane in 2015, Nathan worked in the financial services and technology sectors, including roles at BNP Paribas, asset manager CQS and the Johannesburg Stock Exchange. He is a noted commentator on AI application in financial services.
September 18
-
Genevieve Sisco alleges that men in the same role as her earned tens of thousands of dollars more in salary.
September 18
-
The father-and-son firm Francis Group cites client demand and freedom from sales goals as reasons for their move.
September 18
-
Sean Vanatta is a lecturer in economic history at the University of Glasgow and a senior fellow at the Wharton Initiative on Financial Policy and Regulation. His book, Plastic Capitalism: Banks, Credit Cards, and the End of Financial Control, was published by Yale University Press in 2024.
September 18
-
The new positions, which will be in more than 250 locations, will help ramp up compliance efforts against high-income earners, partnerships, large corporations, and promoters.
September 18
-
Patricia L. Harman is the editor-in-chief of Digital Insurance, covering the intersection between technology and insurance for the industry. She chairs Digital Insurance's annual Women in Insurance Leadership forum and hosts Digital Insurance's DigIn Podcast. Previously, she served as editor-in-chief of the PC360 group, chaired the Complex Claims & Litigation Forum and hosted the Insurance Speak podcast. Patti covers auto, property & casualty, workers' compensation, fraud, emerging risks, and is a frequent speaker at insurance industry events. She has more than 25 years of experience covering the property restoration and insurance industries, is a member of the National Press Club, and has been honored with over three dozen journalism awards.
September 18
-
Organic growth and acquisitions, along with the help of the owner-clients of the advisory practice, are fueling its approach to fourfold expansion.
September 18
-
From AAI to WMS, there are 242 designations for financial professionals. Here's a quick primer on the most important ones — and how to get them.
September 17
-
After the ink dries on the contracts and the press releases are out, wealth management firms still need to put in the work to make a deal succeed. Here's how.
September 15
-
Ousmène Jacques Mandeng is a senior advisor at Accenture and a visiting fellow at the London School of Economics and Political Science.
September 15
