In|Vest 2018 brings together the entire wealth management industry – leaders in retail financial services, advisors and investors, insurers and asset managers, solution providers and consultants. Held in New York July 10-11, In|Vest facilitates honest discussion of the most important issues confronting the wealth management industry as digital transformation meets the reality of market execution.
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August is National Make a Will Month, but advisors say it's important to urge clients year-round to secure their wishes by keeping wills and estate plans fresh.
August 14
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Dr. Viroshan Naicker is co-founder and CEO of Refiant. A mathematician by training, he holds a doctorate from the University of Johannesburg and lectured for six years before moving into industry. He co-founded Refiant in 2025 on the conviction that large models are inefficient by design and that better methods already exist in nature.
August 14
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Women are projected to receive more than $100 trillion in the so-called great wealth transfer. But their planning needs can differ from men's.
August 14
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Web designer Bonfire Studio asked ChatGPT for advisor recommendations in five metro markets. The results give advisors more reason to tend to their online presence.
August 14
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With trillions on the table, advisors who know how to start conversations with clients' heirs risk losing far less than those who don't.
August 13
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Retirement savers often don't realize what they're paying in fees or how much they can lose by leaving rollover cash uninvested, but advisors can help on both fronts.
August 13
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A succession merger deal that was nearly 10 years in the making at Nebraska-based Prairie Wealth Advisors offers a lens into the many factors involved with the wealth management industry's looming financial advisor retirements.
August 13
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Crystal Darling serves as Senior Director of Retail Tech Services at ReSource Pro, bringing more than 28 years of comprehensive insurance industry expertise. Her career spans key roles across insurance agencies, carriers, and insurtech companies, providing her with a unique, 360-degree perspective on the industry's challenges and opportunities.
At ReSource Pro, Crystal partners with clients to unlock new growth opportunities and enhance operational efficiency through strategic technology solutions. Her hands-on approach and commitment to client success make her an invaluable resource for organizations looking to modernize their operations and achieve sustainable competitive advantages.
August 13
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