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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Yiannis Gavrielides is the co-founder and CEO of Covve, helping professionals to grow and nurture their contact network. He actively supports entrepreneurship as a partner at Invelopment Partners.
May 2
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Megan Smith's diverse career journey at SAP spans almost two decades, across multiple lines
of business: from instructional design and training to product management and, for the majority of time, in HR. She has been an HR Business Partner supporting global leaders across sales, engineering, marketing, and product support. In 2018, Megan spent six months conducting two major academic studies for SAP in partnership with Temple University: determining factors that drive innovation culture and discovering how creativity, stress, and engagement are impacted by working in the office vs at home.Over the past five years, Megan has been deeply involved as an HR leader in SAP's acquired cloud businesses in North America, the Head of HR for SAP Canada, and in 2022 expanded her
responsibilities to assume the role of Head of HR for SAP North America. Some of Megan's focus as of late has been developing SAP's Flex Work guidelines, D&I tools to develop inclusive
leadership, managing retention in a competitive market, and leading the COVID-19 Vaccination
office entry policy.May 2
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Most firms rank technology as their most important strategic initiative — but they struggle with how to prioritize and implement change.
May 2
Broadridge Consulting Services -
Mike Tropeano, Senior Director, Broadridge Consulting Services, provides extensive insights into emerging technologies and trends such as digitizing operations, hyperpersonalization of customer communications, ESG and enablement of artificial intelligence and machine learning. He has a background in investment performance measurement, securities processing and operational best practices.
May 2
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The bank plans to lay off roughly 5% of staff in the second quarter, excluding financial advisors and support staff in the wealth management division.
May 2
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Planner Pamela Perskie's advisory practice, which serves musicians, NBA players and real estate and private equity executives, left Mariner to start its own firm.
May 2
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Paul Massey is a co-founder and managing partner at Massey Romans Capital. Previously, he spent 24 years at Raymond James & Associates as a senior investment advisor and branch manager where he managed over a billion dollars in client assets.
May 2
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Advisors managing over around $2.5 billion of assets moved since the start of the week, joining employers such as UBS and Wells Fargo, as some doubt their prospects at the former First Republic under new owner JPMorgan Chase.
May 2
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The banking giant's asset and wealth management arm boasts more than $4.3 trillion of client assets.
May 2
