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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Octavio "OJ" Laos is a director at Armanino, leading the charge in the firm's AI Lab. Over the past five years, the AI Lab at Armanino has been at the forefront of AI technology within the accounting sector, delivering solutions ranging from custom chatbot development to predictive analytics.
51m ago
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An expert adviser explains the many considerations to take into account before deciding on this as an option for employees.
5h ago
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Speakers on an "AI & Compliance" panel at Financial Planning's ADVISE AI conference say advisors can use existing basic compliance principles to make sure their AI use doesn't step on any regulatory landmines.
October 29
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Financial advisors know how to guide clients through volatility, but the math displaying the portfolio risks of AI may present an altogether different challenge.
October 29
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Unpopular compensation changes at UBS continue to drive advisor attrition, costing the firm billions in client assets. But despite the outflows, executives say the new policy is helping improve UBS' profits.
October 29
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It isn't just the data itself that firms should be focused on, panelists at ADVISE AI said, but how that data is connected and how relevant it still is.
October 29
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Ian Vacin is co-founder and chief partnerships officer atKarbon and is co-author ofScale with Purpose: The Service Entrepreneur's Guide to Intentional Growth . He has nearly three decades of leadership experience in technology and accounting with Karbon, Xero and Intuit, and is passionate about helping accounting professionals be as successful as possible so they can better serve the small businesses they support.October 29
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The Oasis Group CEO and founder John O'Connell dazzled his audience at ADVISE AI by showing how artificial intelligence can shave hours off the production of plans, stock analyses, even web pages. But at least one advisor remains skeptical.
October 29
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Morgan Stanley acquires EquityZen, a private share trading platform, expanding its offerings for fast-growing startups.
October 29
