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The Insider

Find the latest and greatest thought leadership content from Invent® industry leaders on buisness, technology and marketing strategy.

Invent® Elite
Consultants & Contributors

Timothy Welsh
Nexus Strategy
Marketing strategy, content development and public relations advice, guidance and implementation from industry veteran, Timothy Welsh, CFP®. With over 25 years experience in the wealth management industry, Nexus Strategy is uniquely positioned to provide end-to-end advice, consulting and guidance.
Suzanne Siracuse
Suzanne Siracuse Consulting Services
Business strategy, advocacy initiatives and marketing and branding support from the former Publisher and CEO of InvestmentNews. With over 20 years experience in Financial services, Suzanne will be focusing on, for Invent® Elite. Helping firms and advisers serve even more clients by effectively leveraging the latest technology to provide the scale they need to grow and improve the client experience.
Gavin Spitzner
Wealth Consulting Partners
Gavin Spitzner brings over 25 years of experience working at the intersection of wealth management business strategy and technology to help organizations design and deploy solutions that drive profitable revenue growth.
Mark Hollingsworth
Wealth Consulting Partners
Mark Hollingsworth is a passionate and innovative executive who brings over 30 years of experience in financial services. Having worn many hats, Mark is focused on helping advisory firms adopt cutting edge technology and helping technology vendors go-to-market with rapid and large-scale adoption.

Thought Leadership & Industry Advocacy

Tim Welsh Industry trends

The pandemic has proved a boon and accelerator for efforts at advisor digitization, but if the turnout at this year’s T3 Advisor Conference is any indicator,…

Industry trends Digital Advice Executive Leadership

Fidelity Institutional announced major updates to its technology offerings on Thursday that include enhancements to its Wealthscape advisor tech platform and a new digital empowerment tool…

Tim Welsh Industry trends Digital Advice Executive Leadership

The big news story for the Financial Services Institute (FSI)  is it’s getting both. Its new focus is on diversity, equity and inclusion. It even has its…

Tim Welsh Industry trends Digital Advice Executive Leadership

This year is shaping up to be even more evolutionary as various macro-trends continue to collide, accelerating change for advisors, clients and the ecosystem that…

Tim Welsh Industry trends Diversity and Advocacy Initiatives

Attendees made the trek to the Fontainebleau Hotel Resort amid health precautions to high-five flesh and do a very in-person reality check

Oleg Tishkevich Industry trends Advisor Technology

Ask any advisor and they’ll tell you the No. 1 complaint they have about their technology solutions is that they don’t work well together and, as…

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