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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Interpretive guidance from regulators does not deliver the kind of certainty that companies want as they consider expanding into the world of digital assets. Congressional action on the CLARITY Act is the answer.
2h ago
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What do you get when you put two boring, safe industries together with one super-exciting, possibly dangerous industry? We're apparently going to find out.
3h ago
American Banker -
Life insurers' borrowings from the Federal Home Loan banks has increased in recent years, raising concerns about opaque, private credit investments and how it intersects with the Federal Home Loan banks' housing mission.
3h ago
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Pam Klein is the SVP and GM of Zelis' member engagement and transparency business, which helps payers meet the needs of their members. Previously, she led Network Analytics at Zelis to help payers optimize their provider networks through analytical software and Product Management for Zelis' Claims Cost Solutions business unit. Prior to this, she was Chief Marketing Officer at Zelis, overseeing strategic leadership on brand management, product marketing, and internal and external communications.
11h ago
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As gas prices surge, small businesses — particularly in agriculture and transportation — have struggled to keep up. For banks, this has brought a combination of short-term benefits and long-term concerns.
May 6
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The neobank reported a 25% year-over-year increase in revenue for the quarter ended March 31, with active users jumping 19% to 10.2 million. The company also raised its full-year 2026 guidance and authorized a $200 million share repurchase program.
May 6
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The newly opened bank founded by big tech executives reached the deposit milestone within its first quarter of operations, according to a recent call report.
May 6
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Luke Frye, CPA, is the Accountant in Residence at Canopy, where he brings a background in accounting tech startups and private practice to help firms build smarter, more scalable businesses. After growing his own bootstrapped firm to $500K ARR and helping platforms like Bench and Pilot reach thousands of clients; Luke now focuses on one mission: helping firms add $10 million in collective revenue this year. He bridges modern software and firm operations so practitioners can reclaim their time and build firms that are not just profitable, but truly valuable.
May 6
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Banks are mixed in their adoption of buy now/pay later and installment lending, according to American Banker research. Those that offer or are planning to offer it say that the primary motivating factor is to stay competitive.
May 6
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Gaurav Shahi is a seasoned technology leader with deep expertise in AI, data, and digital transformation. As Managing Director – AI, Data & Alliances at Brillio, he leads the strategic adoption of Generative AI and advanced data solutions across industries, helping clients unlock tangible business value through innovative platforms.
May 6
