Brian DuVal

President of the Wealth & Retirement Division

Brian DuVal is president — wealth and retirement at FIS, where he oversees development and product strategy for solutions that enable wealth managers to enhance client relationships, grow and safeguard assets and expand their businesses.

Technology

Wealth managers reveal 12-month investment game plans

Imperatives include modernizing tech to gain and retain clients and provide them with “personalized journeys,” according to a new survey.

By Brian DuVal

September 28

TRENDING

Industry News

Zenith adds planner on way to creating $1 billion in wealth

An M&A deal brings a fourth office location to the ambitious firm launched in 2019 by Jason Ray and Chelsea Ransom-Cooper.

By Tobias Salinger

1h ago
Technology

Where are all the robo advisors?

The advisory landscape is shifting as robo advisors are trending out, thanks to AI as the "next big thing" in wealth management. But that doesn't mean AI will make robo advisors obsolete.

By Rachel Witkowski

3h ago
Practice and client management

4 ways to fix wealth management's obsession with high net worth clients

Broker-dealers and RIAs must wean themselves off the richest clients; help getting out of the HNW tunnel-vision habit can come from future-focused marketers.

By Tara Meehan

5h ago