Technology, Staying Relevant and the Pace of Change

A conversation with Lynch, Hwang, Miller, Pinsker, Schwantz, Tishkevich and Volpe

Matt Lynch, managing partner of Strategy & Resources LLC, assembled the group and led the discussion. The conversation began with self-introductions and an overview of current business strategy at the participants’ firms. Marie Swift, managing editor of the Executive Roundtable Journal, sat in to listen.
Matt began the conversation by talking about how Strategy & Resources views the evolution in the financial services industry through three lenses, dubbed “The 3 C-Drivers.” They are:


Read more Wins the Technology Disruptor Award in the 2019 Industry Awards Program

~ Cloud-native technology platform recognized for its tremendous impact in transforming the wealth management technology industry

September 18, 2019. Seattle, WA., an innovative software development consulting firm announced today that it has been recognized as the winner in the Technology Disruptors category in the prestigious 2019 Industry Awards Program. INVENT’s cloud-native technology was selected by a judging panel of industry luminaries in a highly competitive submission process.

The Technology Disruptor category recognized firms and their initiatives for, “How wealth management will be delivered in the future,” and was one of the deepest and most widely submitted categories in the entire Awards program. [..]

Read more Launches “Elite” Wealth Tech Industry Consulting Group

Leading industry consultants join forces through “INVENT Elite” to help wealth management enterprises successfully navigate the changing technology landscape, architect and deploy modern, agile business solutions

INVENT is the ideal platform to bring together the best and brightest consultants as we are a central resource to the entire industry through our Cloud-native tools and holistic approach.


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Software developer creates consulting group to serve users

Suzanne Siracuse, Tim Welsh part of team to help advisory firms maximize new tools, a Seattle, Wash.-based company developing cloud-native software for the wealth management industry, has created a consulting group to help advisory firms, their advisers and their clients maximize the enterprise value of its tools.

The group, called Invent Elite, includes former InvestmentNews publisher Suzanne Siracuse, Tim Welsh of Nexus Strategy, Gavin Spitzner of Wealth Consulting Partners, and consultants Brian Bleasdell and Mark Hollingsworth.


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