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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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
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Vince Dawkins , president and CEO ofEnertia Software , has worked with industry-leading organizations, and he has been integral in developing the Enertia application into a resource used by over 150 leaders in the upstream oil and gas industry.June 15
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SEC Chair Gary Gensler is worried about conflicts of interest in investment advice.
June 15
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Journey Strategic Wealth President Penny Phillips and other speakers at FP's INVEST conference challenged the industry to think big about its mission.
June 14
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A gifted storyteller, Brittany has a wealth of experience making sense of volumes of data to help business leaders solve real world people problems. She holds a Masters in Industrial Organizational Psychology and an ACC credential from the International Coaching Federation. Currently, Brittany combs through millions of employee datapoints collected through Dayforce, Ceridian's always-on people platform, to create easily digestible and actionable insights to drive quantifiable business value.
June 14
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Jeffrey Chesner is CEO of
CPACredits.com , which was founded in 2020 in order to help aspiring accounting professionals earn the credits required for CPA licensing.June 14
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The Senior Citizens League worries the increase won't be enough to keep up with rising prices for housing and healthcare.
June 14
