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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The ties of the industry to Kingdom Advisors and a network of conservative religious groups have alarmed some financial advisors and industry professionals.
June 16
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Robert Flock is vice president in the American Bankers Association's Office of Strategic Engagement.
June 16
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Ben Milne is the current founder and CEO of Brale, which helps institutions create and manage stablecoins. He previously founded and was the CEO of Dwolla, a payments startup.
June 16
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Ciaran McMullan is the former president and CEO of Suncrest Bank, which sold to Citizens Business Bank in 2022 and currently advises banks and fintechs.
June 16
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Former Goldman partner Adam Dell, 53, was accused of sending graphic footage of himself to a junior staffer in 2020.
June 16
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Edmond Martin is the founder of
Sage Investigations , located in Austin, Texas. He and his team of former IRS criminal investigators, CPAs and former FBI investigators have 50 years of combined experience in forensic accounting, financial investigations, litigation support and income tax defense.June 16
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For one expert, getting your piece of the $73 trillion wealth transfer pie will require a sound plan and a new attitude.
June 15
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A top FINRA enforcement official warns that firms' internal compliance systems are not clued in to the often ambiguous meanings of the symbols now peppering many financial planners' communications.
June 15
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Sid Upadhyay is the CEO and co-founder of WizeHire, a leading hiring platform helping small businesses grow with a better way to hire. Prior to founding WizeHire, Sid and WizeHire co-founder Jay Niblick developed personality assessments and technology for Fortune 500 companies.
June 15
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The Life After Notre Dame program offers one-time Fighting Irish players five pillars of support, with financial issues a key component of its national aspirations.
June 15
