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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Founder Mac Gardner and student leaders say they're trying to break down barriers from lack of financial literacy and knowledge of the profession.
May 15
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The key is finding a way to handle increasingly complex compliance while continuing to serve clients effectively.
May 15
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True Capital Management founders Doug Raetz and Heather Goodman merged into the multifamily office three years after an affiliate's capital infusion.
May 15
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Paul Morris, a managing director in Merrill Private Wealth Management, was deposed about his relationship with Jeffrey Epstein at two other banks now facing suits alleging they knowingly benefited from sex-trafficking.
May 15
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Michael Nadel is the Global Head of Insurance at Simon-Kucher, where he is focused on helping carriers, Insurtechs, and insurance service providers with monetization, pricing, product, packaging, and sales strategies. Michael has more than a decade of experience in insurance and financial services. His work includes optimizing pricing, value management, and operations for better performance, and leveraging game mechanics, AI and data analytics to future-proof distribution and carrier-agent models. Michael has an MBA from Northwestern University's Kellogg School of Management, an MSc in Information Systems and a BSc in Finance from Indiana University's Kelley School of Business.
May 15
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Giles Pearson, FCA, is the co-founder of
Accountests Ltd , whose aim is to help avoid bad hires in accounting firms by using pre-employment skills and personality tests specifically designed for accountants. Prior to starting Accountests, he was a tax and private client partner of PwC in New Zealand for 18 years.May 15
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A white paper examined the findings of behavioral economists and came up with strategies for improving decision-making and processes.
May 15
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Silicon Valley Bank's failure in early March kicked off a period of turmoil unlike anything the U.S. banking industry has been through since 2008 and 2009. Here's a look back at the key events.
May 14
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Plus, Vestwell partners with JPMorgan, and TIFIN Wealth provides free access to NAPFA-aligned advisors
May 12
