The Latest

Zack Scott serves as Management Consulting’s Strategy Lead for Financial Services International at digital consultancy Publicis Sapient, delivering large-scale digital transformation programs across EMEA. Previously, he was Principal at Oliver Wyman within the financial services practice, investment analyst at Hay Creek Hospitality and he’s on the Board of Trustees of Wyman Worldwide Health Partners. 

Jasleen Singh is a reporter at Employee Benefit News.

Amanda Dolina, CPA, CAPM, is the founder of West Bridge Finance Solutions, a consulting firm specializing in strategic financial and accounting guidance for small and midsized businesses and nonprofit organizations. With extensive experience in implementing robust accounting processes, auditing, consulting, and financial reporting, she provides insights and practical solutions to her clients. She leverages technology to develop metrics and consolidate information, helping organizations of all sizes share and understand key financial data.

A fireside chat with Julia Carreon, MD at Citi Global Wealth.

Jennifer Wing, SVP, head of asset management at GeoWealth; Rod Sayegh, managing director, head of digital strategy & programs at Fiduciary Trust Company International; Samantha Russell, chief evangelist at FMG.

Join Riskalyze CEO Aaron Klein as he highlights how advisors can redefine the client experience, identify ways to highlight strengths and opportunities in their firm while negating weaknesses and threats, and use technology to elevate financial advice to a better future.  

In this panel discussion, InvestCloud will speak with Harsh Kumar about how Citi Alliance has leveraged InvestCloud's digital capabilities to design, build and deploy an integrated banking solution, now available to wealth management firms around the world.

Chip Castille, CEO and Founder, GoalBased Investors; Michelle Tran, SVP, Head of Enterprise Sales, Vestwell

Margaret Hartigan, CEO of Marstone; Shruti Joshi, COO of Facet Wealth.

Applying psychology to investment outcomes has become an increasingly popular strategy.