Will Bailey

Chief strategy officer

Will Bailey, Chief Strategy Officer at InvestCloud, has worked for the fintech firm since the company's founding. Prior to his appointment as CSO he moved to London to head investCloud’s European expansion. He also previously led the platform technology and product management groups.

Practice management

The future of wealth management is hybrid — both digital and in-person

Wealth managers now need to not only meet digital expectations but also surpass them, writes Will Bailey.

By Will Bailey

May 26
Coronavirus

Coronavirus-fueled digital breakthroughs for 2021

Necessity, and a connection to holistic advice, has been the mother of new revenue streams, new clients and new offerings.

By Will Bailey

October 28