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

Oleg Tishkevich Industry trends Advisor Technology

In my last article, Independent Digital Ecosystems Are the Future of Wealth Management, I described the benefits and use cases for a new approach to advisor technology…

Gavin Spitzner Industry trends Advisor Technology Digital Advice

Gavin Spitzner, president of Wealth Consulting Partners, details the many ways in which financial technology is growing, even as advisors and wealth managers are underutilizing…

Tim Welsh Industry trends Advisor Technology

The fast success and outsized growth of the independent advisor segment attracted larger technology players and private equity investors eager to get in on the…

Tim Welsh Industry trends Advisor Technology Digital Advice Practice Management

The world domination goal of VC-backed robo-advisor startups was not realized; however, they did ignite change that continues to reverberate across wealth management.

Industry trends Advisor Technology

The seeds of reinvention for Suzanne Siracuse, former CEO of InvestmentNews, are bearing fruit with the success of her strategic consulting firm, Suzanne Siracuse Consulting…

Tim Welsh Industry trends Advisor Technology Digital Advice Practice Management

Change is afoot in the IBD space, and “RIA-ifying” appears to be the chosen path.

Request a Demo
Fill in all the fields, submit the form and we will contact you within 24 hours.