Jill Anne Spence Bylines
MyVestor Spotlight: Pallavi Saitu, Sr. Data Analyst
MyVestor Spotlight: Pallavi Saitu, Sr. Data Analyst
MyVestor Spotlight: Pallavi Saitu, Sr. Data Analyst
Pallavi Saitu joined the MyVest family five years ago on the People & Culture team as a recruiter. She later transitioned to the Finance team as senior data analyst.
Mike Everett on Driving Organic Growth
MyVestor Spotlight: Pallavi Saitu, Sr. Data Analyst
MyVestor Spotlight: Pallavi Saitu, Sr. Data Analyst
Mike Everett, Vice President of Business Development at MyVest, had the opportunity to sit down with Shannon Rosic of WealthManagement.com.
MyVest Wins 2024 BISA Tech Innovation Award
MyVestor Spotlight: Pallavi Saitu, Sr. Data Analyst
MyVestor Spotlight: Kenyatta Clark, Software Architect
MyVest is a proud winner of the Bank Insurance & Securities Association (BISA) Technology Innovation Award.
MyVestor Spotlight: Kenyatta Clark, Software Architect
MyVestor Spotlight: John Dworske, Systems Administrator
MyVestor Spotlight: Kenyatta Clark, Software Architect
Kenyatta Clark is one of the architects on the Investment Management program team and has been with MyVest for two years.
MyVest Wins Two ThinkAdvisor Luminaries Awards
MyVestor Spotlight: John Dworske, Systems Administrator
MyVestor Spotlight: John Dworske, Systems Administrator
As a leader in tax management, MyVest continues to invest in delivering comprehensive tax management and personalized portfolios at scale.
MyVestor Spotlight: John Dworske, Systems Administrator
MyVestor Spotlight: John Dworske, Systems Administrator
MyVestor Spotlight: John Dworske, Systems Administrator
John Dworske, Systems Administrator says, “The culture at MyVest is amazing. The team is diverse, accepting, and empathetic to all. It’s an amazing place to work.”
MyVest Named WealthTech100 List for the 4th Time
MyVestor Spotlight: Yingjie Wang, Software Engineer I
MyVestor Spotlight: Yingjie Wang, Software Engineer I
MyVest has been named to the 2023 WealthTech100 list which honors tech companies transforming the global investment and banking industries.
MyVestor Spotlight: Yingjie Wang, Software Engineer I
MyVestor Spotlight: Yingjie Wang, Software Engineer I
MyVestor Spotlight: Yingjie Wang, Software Engineer I
Yingjie Wang, Software Engineer at MyVest says, “As a minority and underrepresented woman with little past experience in tech, I feel supported and comfortable working in the environment that MyVest provides. I am proud to be a MyVestor.”
MyVest Wins 2023 FinTech Breakthrough Award
MyVestor Spotlight: Yingjie Wang, Software Engineer I
MyVest Wins 3 WealthTech Americas Awards for CTO, Employer and Diversity
MyVest is the proud winner of the 7th Annual FinTech Breakthrough Awards for Best Wealth Management Product.
MyVest Wins 3 WealthTech Americas Awards for CTO, Employer and Diversity
MyVest Wins 3 WealthTech Americas Awards for CTO, Employer and Diversity
MyVest recently won 3 honors from WealthTech Americas — the 2023 CTO of the Year award went to our own Arlene Pons, and we also won the WealthTech Employer award and the Diversity award.
MyVest Wins 2023 BISA Tech Innovation Award for Optimizing the Enterprise & Diversity Award
MyVest is a proud winner of two awards from the Bank Insurance & Securities Association (BISA)—the Technology Innovation Award and Diversity, Equity & Inclusion Award.
Enhanced Advisor Portal Increases Productivity in MyVest’s Latest SPS Release
Wealth management firms recognize the importance of improving capacity for their advisors, while providing value to each client and prospect interaction.
MyVestor Spotlight: Paul Dsa, Senior Director of Engineering
Making Smarter Firms: Back Office Automation Has Front Office Benefits
MyVestor Spotlight: Paul Dsa, Senior Director of Engineering
Paul Dsa, Senior Director of Engineering at MyVest manages the Advisor and MyVest East teams.
MyVest Wins 2024 BISA Tech Innovation Award
Making Smarter Firms: Back Office Automation Has Front Office Benefits
MyVestor Spotlight: Paul Dsa, Senior Director of Engineering
MyVest is a proud winner of the Bank Insurance & Securities Association (BISA) Technology Innovation Award.
Making Smarter Firms: Back Office Automation Has Front Office Benefits
Making Smarter Firms: Back Office Automation Has Front Office Benefits
Making Smarter Firms: Back Office Automation Has Front Office Benefits
MyVest’s CEO Anton Honikman joined inin a Wealthies Circle panel discussion.
MyVestors Support Charities through Summer of Giving
MyVestor Spotlight: Joe Freund, Senior Director of Platform Engineering
Making Smarter Firms: Back Office Automation Has Front Office Benefits
MyVest embarked on another ambitious Summer of Giving program. Each MyVestor was encouraged to use their five days of volunteer time off to support the organizations that mean something to them.
MyVestor Spotlight: Joe Freund, Senior Director of Platform Engineering
MyVestor Spotlight: Joe Freund, Senior Director of Platform Engineering
MyVestor Spotlight: Joe Freund, Senior Director of Platform Engineering
Meet long-time MyVestor Joe Freund, Senior Director of Platform Engineering. Joe is an award-winning tech manager.
Surprising Discoveries at the Investment News Women Adviser Summit 2022
MyVestor Spotlight: Joe Freund, Senior Director of Platform Engineering
MyVestor Spotlight: Joe Freund, Senior Director of Platform Engineering
I have a confession to make: I’ve been in financial services for 30+ years and have never attended an event focused on women from our industry. I’ve been missing out!
We Make Good Advisors, Exceptional Advisors
We Make Good Advisors, Exceptional Advisors
We Make Good Advisors, Exceptional Advisors
In a highly competitive & constantly changing industry, how will you differentiate yourself?
Achieving your next professional goal requires challenging yourself to expand your expertise and skill set. This is where the Investments & Wealth Institute can help.
Help Me Share the Care
We Make Good Advisors, Exceptional Advisors
We Make Good Advisors, Exceptional Advisors
An anniversary can be a time of happy celebration, but it can also be a reminder of sorrowful events that stir all kinds of emotions, such as the loss of a loved one or a divorce. The latter can nudge to the surface memories, both happy and sad, regrets, and immense grief.
SaveIt! A Student Saving App
We Make Good Advisors, Exceptional Advisors
SECU Enhances Its Financial Counseling Services
The SaveIt! app was developed during a weekend competition called Money Game Jam. Once selected, it went through further development by a professional programmer and is now in the testing and pilot phase.
SECU Enhances Its Financial Counseling Services
Professional Development Series on Principles, Philosophies and Concepts of Financial Coaching
SECU Enhances Its Financial Counseling Services
State Employees’ Credit Union (SECU) believes that employee education keeps an organization prepared to advise members in an ever changing financial world.
Professional Development Series on Principles, Philosophies and Concepts of Financial Coaching
Professional Development Series on Principles, Philosophies and Concepts of Financial Coaching
Professional Development Series on Principles, Philosophies and Concepts of Financial Coaching
AFCPE has partnered with Sage Financial Solutions to provide a comprehensive professional development series for financial professionals.
Recipient of the AFCPE® Celia Ray Hayhoe Distinguished Fellow Award
Professional Development Series on Principles, Philosophies and Concepts of Financial Coaching
Professional Development Series on Principles, Philosophies and Concepts of Financial Coaching
This year, AFCPE was proud to recognize Sharon Cabeen as the recipient of the Distinguished Fellow Award.
10 Tips for Getting Published
Improving Financial Knowledge & Resilience
10 Tips for Getting Published
Whether you are a seasoned writer or want to be published for the first time, we can work together to formulate an interesting article and guide you through the publishing process.
Awards Honorees
Improving Financial Knowledge & Resilience
10 Tips for Getting Published
The 2016 Mary O’Neill Mini-Grant pool was one of the most competitive in recent years, with 13 applicants.
Improving Financial Knowledge & Resilience
Improving Financial Knowledge & Resilience
Improving Financial Knowledge & Resilience
As a Past President of the AFCPE Board of Directors, Dr. Michael Gutter is passionate about helping Floridians improve their financial knowledge and resilience.