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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Joshua Freeman is a vice president of research and due diligence at iCapital, focused on private markets. Before joining iCapital, he was a senior manager with the Boeing Company, a member of the investment team responsible for managing Boeing's retirement plans.
April 19
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Kunal Shah is a managing director, head of private equity solutions and co-head of research at iCapital, an alternative assets platform based in New York.
April 19
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Wealth management lifted the firm's bottom line, as the unit's revenues rose 11% over the past year and it hauled in assets across multiple channels.
April 19
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The founder of a firm that reportedly worked with 13 of the past 15 Super Bowl halftime performers says the transaction undercut the monetization of his company.
April 19
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The advisor, firm founder and fintech CEO puts acting with a true sense of purpose at the heart of both his life philosophy and his business ethos philosophy. To make the industry better, he encourages fellow advisors to do the same.
April 19
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Before Founder Shield, Carl spent the first years of his career in roles across the venture ecosystem. From venture due diligence at Originate Ventures to growth hacking and modeling for portfolio companies at Dreamit Ventures to M&A negotiations at Pepper Hamilton, he's seen how companies succeed (and fail) from all angles. When Carl met Benji, he was instantly energized by the possibility of rethinking the way the insurance industry worked through technology, best in class customer service, and cutting-edge marketing and branding. When he's not dreaming about insurance, he's probably out in the Rockaways surfing — winter, summer, rain, or shine.
April 19
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Cultural differences with UBS, which is absorbing its Swiss rival, could push outflows even higher.
April 19 -
In first appearance before GOP-controlled Financial Services Committee, SEC Chair brushes off criticism over regulation of digital assets.
April 19
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Although the bank's wealth businesses logged strong organic growth for the quarter, revenue fell and hiring languished after two strong quarters of headcount gains under then-president Andy Sieg's leadership.
April 18
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Regulators accused the investment tech company of costing customers millions of dollars by not reducing their capital gains liability.
April 18
