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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Jeff Kroeger is President of
Insureon , bringing nearly 20 years of commercial insurance experience and deep expertise in small business insurance. He assumed the role following HUB International's acquisition of Insureon in 2022 and leads the company's strategy across customer acquisition, product, technology and agency operations.March 4
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The sales pitch that private equity funds outperform publicly available investments is drawing much more skepticism. Here are the murky signals in the sector.
March 4
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Darryl Cohen faces a maximum of 20 years in prison for fraudulently persuading professional atheletes to buy insurance policies at massive markups.
March 4
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New Tax Foundation research reveals which households and regions gain most from President Donald Trump's One Big Beautiful Bill Act.
March 4
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RIA leaders are debating "digital employees" but expect service models to expand to meet growing HNW needs, says industry observer Ric Edelman.
March 4
Digital Assets Council of Financial Professionals -
Tom Cleary and Robert Whittington return to Morgan Stanley to start Southeast Wealth Management Group in Orlando, Florida.
March 3
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From reducing cognitive load to rethinking meeting formats, small changes can lead to big improvements for some clients.
March 3
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The dispute highlights how control over assets in increasingly popular DAFs can become contested — and what that could mean for advisors and their clients.
March 3
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Phil Binkow is CEO of
Financial Operations Networks . He is also co-founder of The Accounts Payable Certification Programs, which was acquired by Diversified Business Communications in 2013. Prior to starting Financial Operations Networks, he founded and served as CEO of PayTECH, an electronic payables processing, disbursements and information services provider that was acquired by Profit Recovery Group in 1999.March 3
