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.
-
David Maimon is head of fraud insights at SentiLink and a professor in the department of criminal justice and criminology at Georgia State University.
1h ago
-
-
-
Private assets promise potentially greater returns and more diversification for investors, but financial advisors say their opaque and illiquid nature makes them less than ideal for most 401(k) plan participants.
August 8
-
Longbridge Wealth Advisors of North Canton, Ohio is dropping its Ameriprise affiliation.
August 8
-
Also this week, both Arax Investment Partners and Aspen Standard Wealth add RIAs with $1B in AUM.
August 8
-
Financial advisors are not mandated reporters, but they can often be a trusted first point of contact when clients are expressing suicidal thoughts.
August 8
-
Nearly one-third of affluent investors don't have an estate plan, according to an Escalent survey. For advisors and clients alike, estate planning conversations can be difficult but essential.
August 7
-
Whatever the reasons behind the relocation, advisors can ensure that proper planning will reduce extra expenses and unforeseen headaches.
August 7
-
Adam Turmakhan is the CEO and COO of TurmaFinTech, a Florida-based fintech startup that offers customer data platforms for community banks and credit unions.
August 7
