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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

Suzanne Siracuse Industry trends Diversity and Advocacy Initiatives

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…

Suzanne Siracuse Industry trends Diversity and Advocacy Initiatives

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…

Gavin Spitzner Advisor Technology

As Founder of RIA Oasis, a tech strategy and implementation consulting firm, Kristen Schmidt sees the real-time hurdles firms face when it comes to technology,…

Tim Welsh Industry trends

The Riskalyze CEO has three businesses, an expanding list of copycats, 600 close friends and a rah-rah message: Fearlessness

Tim Welsh Advisor Technology

Tim Welsh, founder of Nexus Strategy and a moderator at the upcoming WealthManagement.com Executive Forum in New York City, discusses the biggest stories in wealthtech.

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