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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Anna is a Managing Director in Accenture's Insurance practice, based in Milan, and the Executive Sponsor for the Qorus-Accenture Innovation in Insurance Awards. She leads transformation programs for major insurance companies, focusing on data and AI, adoption of digital platforms for managing new risks and the regulatory challenges of the Italian market. Anna has a master's degree in Management Engineering and Financial Management from the Polytechnic University of Turin and a specialization in Financial Innovation Management from SDA Bocconi.
August 31
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Brad Rapking is the portfolio manager Aptus Capital Advisors responsible for equity research, portfolio reviews and assisting in fund trading and operations. He is a CFA Charterholder and a member of the CFA Institute and CFA Society of Alabama.
Prior to joining Aptus, Brad was a research analyst at Driehaus Capital and a research analyst and equity trader at Opus Capital Management. Brad is a member of the CFA Institute and the CFA Society of Alabama. He graduated from Xavier University with a BSBA in finance.
August 31
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Reese Harper, founder and CEO of Elements, is 20-year veteran of the financial planning industry and is the creator of the Elements Financial Monitoring System.
August 31
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Ray Meiring is CEO and co-founder of
QorusDocs , where he leads a team of passionate problem solvers to create award-winning customer experiences. Under his leadership, QorusDocs supports a customer base that includes over 100 of the world's largest tech and professional services firms. These firms generate proposals worth billions of dollars through the QorusDocs solution.August 31
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Between conflicting data points and countless buzzy “best practices,” it’s easy for advisory firms to get caught up in the weeds on the elusive business booster
August 31
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The collaboration will allow CapIntel's network of more than 12,000 financial advisors to leverage the Canadian firm's AI-powered tools.
August 31
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High-earning advisors need the edge the latest iterations of digital model management can provide.
August 31
FusionIQ -
The West Coast firm has new tools to manage both asset class drift and "what ifs" in client portfolios.
August 30
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The paperwork of moving client assets in a transition is a chore for many advisors, but crucial to their success.
August 30
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A retiree in Colorado wants to use her wealth to help heal the planet. How can she align her portfolio with her values?
August 30
