More about InVest: As new digital tools transform wealth management, the industry’s largest players are rushing to adapt to ever-increasing customer expectations, while smaller firms strive to keep pace. Behind the scenes, many are investing more on technology and hiring to drive growth, but margins remain under pressure. In|Vest West is exploring all the dynamics at play — from front to back office — and the technologies that are shaping the future of the firm.
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Starting in 2026, high earners over the age of 50 must make 401(k) catch-ups after-tax. Savers may not be celebrating, but advisors say the shift will benefit them over the long term.
4h ago
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The model they want to follow creates an exchange-traded fund as one of the share classes of a mutual fund, a move that ports the famous tax efficiency of the younger structure to the older vehicle.
5h ago
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But Commonwealth Financial Network retains its appeal, pulling a team from Morgan Stanley, while LPL draws a large practice from RBC.
7h ago
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David Lien is a senior executive with extensive experience in insurance and technology, specializing in multi-channel marketing and digital transformation. He has held leadership roles at major insurers including MetLife and Sunshine Insurance, and as a partner currently leads AI-driven innovation initiatives at LingXi Technology. With over 20 years in the insurance industry and recent focus on causal AI applications, he writes on human-machine collaboration and the future of insurance, with recent articles published in Insurance Thought Leadership and Medium Bootcamp.
9h ago
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Along with traditional financial planning, Tushar Kumar includes estate and tax planning services at his firm in order to give clients, especially high net worth ones, a complete picture.
10h ago
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The massive law filled in some important answers for financial advisors and tax pros' many questions coming into the year. Here's a roundup of FP's coverage.
11h ago
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Dr. Alfred Sanders is the program leader for the CFO Forum at
Genpact , where he oversees events, thought leadership and relationship management. As a partner in Genpact's CFO consulting practice, he spearheads design and execution of corporate and finance organizational, process improvement, and automation programs. A CPA with a doctorate in finance, he has presented at over 40 industry conferences and authored articles on finance, taxation and economics.October 3
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Compliance and former SEC lawyers say remaining industry regulators will prioritize preventing imminent investor harm while putting off some paperwork and routine tasks.
October 2
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Co-founded by four Orion veterans, new wealthtech startup Hamachi.ai seeks to embed AI-powered compliance into client communications.
October 2
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