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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Andrew Christians is the managing director of financial institutions at the investment bank Donnelly Penman & Partners.
September 1
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Greg Cunningham is the senior vice president of financial institutions at the investment bank Donnelly Penman & Partners.
September 1
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Ed Carpenter is the chairman and CEO of Carpenter & Company, a consulting firm that has advised on the formation of hundreds of banks across the U.S.
September 1
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FP's playlist gives financial advisors and clients tunes about the almighty dollar that bounce around from jilted to joyful and keep the party going strong.
September 1
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New recruit hired to lead West Coast family office business.
September 1
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Anneliese Scherer is a forensic accounting and valuation services manager at
Fiske & Company whose focus is on assignments related to a variety of industries. Her expertise allows her to combine math, logic, accounting standards, tax laws and other relevant rules.September 1
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Regulators allege the CPA provided an air of legitimacy to John J. Woods' scam that defrauded 400 clients in 20 states.
September 1
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The move disappointed advocates just days after a court ruling viewed by many as clearing a path for the long-awaited product.
September 1
