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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Karen Clarke is Managing Director of the Americas for Anaplan where she leads and sustains business growth for the company's largest market, including Canada and South America. Karen has been a valued member of the Anaplan leadership team since 2017, previously serving as Managing Director for the Asia-Pacific region. Prior to building Anaplan's business in APAC, Karen led the company's Northern European business and held senior roles at Oracle across EMEA.
August 2
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An obscure retirement and estate planning technique holds added benefits amid tighter rules on inherited IRAs.
August 2
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Citigroup is planning a 500-person hiring spree over the next three years for a new wealth division catering to junior employees at private equity offices, consultancies and accounting firms, betting those clients will someday join the ranks of the ultrawealthy.
August 2
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Forty percent of parents are supporting an adult child who is living at home, and the financial strain is impacting their own goals for the future.
August 2
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As advisors head back to the office, some are rediscovering the benefits of a brick-and-mortar headquarters — and inventing new ones.
August 1
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The giant custodian's practice management team homes in on a metric that experts say often gets ignored by financial advisors.
August 1
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Customer experience has become integral during the pandemic and now underpins many strategic initiatives of wealth managers.
August 1
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A new report from the nonprofit Knight Foundation examined diversity in outside money managers of endowments at the wealthiest public and private universities in the country.
July 29
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Gina Witherington is a director in the accounting & reporting advisory group at
Stout . She has over 15 years of experience in accounting and financial leadership roles, including areas of technical accounting and financial reporting.July 29
