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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Kristen Warfield is an editor at Employee Benefit News. Her coverage interests include mental health, modern parental benefits and empowering women in the ever-evolving workplace. Most recently, Kristen was an editor at Eat This, Not That!, where she focused on health, wellness and trending food content. Before joining EBN, Kristen also wrote for national media outlets such as Reader's Digest, The Dodo and iHeartDogs.com. She earned a bachelor's degree in digital media and journalism from SUNY New Paltz, and as a native of the Hudson Valley region of New York, Kristen spends a lot of her time outside gardening and hiking.
September 7
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Lilith Fellowes-Granda is senior policy analyst for financial regulation and corporate governance at the Center for American Progress.
September 7
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After the Office of the Comptroller of the Currency cracked down on a $2.8 billion-asset bank, industry observers expect more scrutiny of the ties between banks and financial technology startups.
September 6
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Midsize wealth manager Kovack Securities and its CEO settled two matters last month dating to his time as a member of FINRA's Board of Governors.
September 6
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Pam Smith is VP of account management at Corporate Synergies, a benefits consulting firm.
September 6
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A college professor offers some personal finance advice to the matriculating class of 2022.
September 6
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Wall Street analysts have presumed that $1.4 billion is now just too much to pay for Wealthfront, but price isn't a sufficient explanation.
September 6
