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.
-
The industry is getting advisors ready for the great wealth transfer, but next-generation clients will need plenty of guidance too.
July 24
-
In an interview, Chairman David Karr discussed the firm's financial advisor training and recruiting approach and embrace of "supported independence."
July 24
-
Allison Wolf is DesignOps lead with Lumin Digital. During the past 22 plus years, Allison's DesignOps mindset has allowed her to define and lead multidisciplinary design projects, champion ADA compliance and build design systems at various companies while helping scale design teams by establishing E2E processes, product launch practices and crossfunctional team collaborations.
July 24
-
Neale Mahoney is a professor of economics at Stanford University and a George P. Shultz fellow at the Stanford Institute for Economic Policy Research. An expert on consumer financial markets, Mahoney served on the White House National Economic Council in 2022-2023.
July 24
-
-
Kevin Wilzbach is the director of technology product management at Wolters Kluwer
July 24
-
Fintech veteran and former Skience president Marc Butler believes by working together, advisors can help develop generative AI that truly works for them.
July 21
-
-
Michael Sprachman is director of exchange traded solutions for Devexperts, a leading developer of financial solutions for brokers and financial institutions servicing equities, options, mutual funds, fixed income and futures.
Prior to joining Devexperts, he was a product manager for Fidessa's sell-side U.S. trading platform and began his career as an equity trader.
July 21
-
Nate Lenz is CEO and co-founder of Concurrent.
Prior to launching Concurrent, he was vice president of succession planning and acquisitions at Raymond James Financial Services, leading a team that provided support to more than 4,000 independent financial advisors.
July 21
