By Oleg Tishkevich, CEO of INVENT
As the calendar (finally!) flips over to the New Year, we wanted to take this retrospective opportunity to thank all of our clients, colleagues and friends for their continued support of the INVENT platform throughout this most interesting of years.
In the kick-off episode of The Big Reveal, Suzanne chats with Envestnet CEO Bill Crager about the industry, personal tragedy, and tips on growing a dream into a successful reality—plus, what he’d be doing if Envestnet never got off the ground.
Industry leader and INVENT Elite consultant, Suzanne Siracuse shares the story of her career, taking risks, getting creative and finding joy in giving back on In The Suite podcast with Tina Powell
The panelists share their predictions and takeaway points for the future of wealthtech as we move into 2021.
The panel participants discuss emerging fintech solutions, and the trend of advisors moving into the tech space armed with a deep knowledge of their industry.
Tim and Joel discuss the premium price for human services amidst the wave of mergers and acquisitions, and how new players always move into the ensuing market gap.
Gavin and Joel discuss how technology is allowing advisors to reach the mass market while also having a positive impact on high net worth individuals.
BlackRock’s Mark Wiedman caps off season one of The Big Reveal Podcast Series with truly interesting insight into taking advantage of market swings, how he’s handled the new normal, and his current views on the market.
The INVENT Elite team discusses the complex but solvable problem of balancing customization with integration, and the cloud native connective tissue that can make it all work.
INVENT Elite thought leaders discuss what the workplace of the future might look like, the financial implications for firms and advisors and the changing dynamics of client-advisor matching.
Gavin, Joel and Suzanne discuss how the widespread adoption of technology is dictating the long term success of advisory firms in completely unprecedented ways.
Joel Brukenstein offers his thoughts on factors, such as the pandemic, influencing the increasing rate of tech adoption in financial services and how this is challenging the status quo.
Oleg Tishkevich elaborates on the origins and rationale of INVENT Elite as a way of combining vision, strategy and technology expertise into one entity.
Suzanne Siracuse introduces the panel of industry leaders and INVENT Elite consultants who discuss the Top Trends in WealthTech in this 11 part series.
Many financial advisory firms hit a wall when poised to grow beyond a certain size. They often struggle in a few key areas: driving new business through marketing and scaling their practices effectively.
In this episode of The Big Reveal Podcast, Neesha discusses recent acquisitions, building the platform of the future, predicts future industry trends and gives advice for other professionals balancing work and motherhood.
In this episode of The Big Reveal Podcast, Suzanne hosts a roundtable discussion with some of the industry’s top editors and reporters – where they are today, what they’d be doing if they never found journalism and three “Big Reveals”
In this episode of The Big Reveal Podcast, Kitces gets candid on WHY advisors trust in him, the importance of charging fees and what factors influence him most when deciding to invest in a new venture. Bonus: find out why he always wears a blue shirt!
In this episode, Suzanne talks about the challenges facing media, what she’s hoping to accomplish since leaving InvestmentNews, and the importance of breathing new life into the industry as a whole.
This replay of a zoom webcast from the Carson Wealth virtual event focuses on Tips and Strategies for Communicating with the Media in the financial advice industry. If you are looking for how to stand out, this is a must watch guide.
Brought to you by Advisor Group and Women Forward, Advisor Group’s women’s initiative, The W Pulse is a podcast for women, by women featuring the thoughts, insights, and best practices from industry leaders.
Diversity is one of the most important issues in our industry and one that does not get enough attention. This changed at the T3 Advisor 2020 Conference this year where they not only changed the conference policy to include a code of conduct, but there were two all female panels.
Women play a critical role in the success of the financial services industry, and several leading firms are working on best practices for bolstering diversity and inclusion initiatives. This Masterclass discussion takes a closer look at how to support the growth and advancement of women, as well as how to best serve female clients.
We all know how important it is to have a diverse portfolio. But you can actively build a more diverse practice by understanding the role women can play in your workforce — and your client base.
