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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If an advisor's tax offerings aren't visible to AI tools like ChatGPT and Perplexity, they effectively don't exist for today's prospective clients.
July 17
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Allie Szczepaniak is the COO of Solidarity Health Network, a Cleveland-based third-party administrator 9TPA) and benefits consultant that manages employer-sponsored health plans, focusing on services like benefit administration, billing and claims processing for unions, public employers and corporations.
July 16
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SonicWall's mid-year report found attack volumes falling across financial services, but threat actors are becoming more selective, more patient, and harder to detect.
July 16
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FINRA's annual snapshot shows how the wealth industry is changing, from key business metrics and marketing trends to shifts in registration and a shrinking branch footprint.
July 16
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Jim Girard is vice president of engineering at Benekiva, where he helps build scalable, secure technology for modern insurance claims and servicing operations. With decades of experience across TPAs, P&C, life insurance, new business, claims, and carrier technology environments, Jim brings a practical, carrier-fluent perspective to the intersection of insurance and technology.
July 16
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Richard Lavina is co-founder and CEO of Taxfyle. He is a CPA and a member of the IRS electronic tax administration advisory committee (ETAAC). He began his career at PwC.
July 16
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JPMorgan has a habit of taking its former private client advisors to court and accusing them of trying to steal clients they met through bank referrals. An industry recruiter says such suits aren't necessarily a sign of recruiting deals gone bad.
July 16
