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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Robert has a Master's in Business Administration (MBA), specializing in Strategy and Finance and a Post-Graduate Diploma in Management. He leads global strategy and business development and is responsible for driving business results and long-term business strategy. Robert has experience successfully launching technology innovations and leading cross-organizational change initiatives from ideation to implementation.
Before joining Charles Taylor, he worked for a leading Global Law Firm and as a Management Consultant to Global For-profit and Not-for-profit organizations, focused on Strategy, Innovation, and Process Improvement. He brings a global perspective from work in EMEA, AsiaPac, and the Americas.
May 19
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Happy State Bank's move after Centennial Bank's acquisition of the firm highlights frenzied action in a large but still relatively nascent channel of the industry.
May 19
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After around 14 years at the helm, Gorman will transition to executive chairman and his successor will be one of three internal candidates.
May 19
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Yolanda D. McGill joined Zest AI in 2023 as its Vice President, Policy and Government Affairs, bringing her extensive experience at the intersection of advocacy, research, government, and the private sector to achieve common policy goals. Immediately prior to joining Zest AI, Yolanda was leading the regulatory initiatives on credit cards, payday and small dollar lending, marketplace lending, and UDAAP as a supervising attorney in the Consumer Financial Protection Bureau's Office of Regulations.
May 19
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Two protesters from the Earth Quaker Action Team explain why they want Vanguard to take a stronger stance against climate change.
May 19
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As the RIA market expands rapidly, Goldman Sachs Advisor Solutions is gaining ground with more RIAs seeking bespoke services for ultrahigh net worth clients.
May 18
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Plus, Advyzon and TradePMR expand their partnership, Mediant celebrates its first release since acquisition and Orion's executive board gets a new chair.
May 18
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More than a half dozen financial advisors say that parents should start conversations about higher education with their children in middle school.
May 18
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FINRA argues that brokerage representatives should have the ability to keep information about private residences out of public databases.
May 18
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