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.
-
Vanguard was accused of giving advisors incentives to enroll clients in certain financial service without disclosing how they were being compensated.
August 29
-
-
Also this week in Advisor Moves, Fifth Third reels in a big team from BNY Mellon, and MAI Capital Management doubles its AUM with a big acquisition deal.
August 29
-
Suresh Sadhu is an expert in SAP Master Data Governance and financial data management, helping organizations achieve clean, compliant, and centralized master data across complex ERP systems. He specializes in implementing governance frameworks, automated workflows, and data validation processes that improve accuracy, reduce errors, and enhance operational efficiency. Surresh partners with finance teams and business leaders to enable confident, data-driven decision-making and support sustainable business performance.
August 29
-
Winning the Powerball jackpot may be unlikely, but clients experience unexpected windfalls every day.
August 29
-
Artificial intelligence tools are everywhere in the wealth management industry, with providers promising increased efficiency and time savings. Things don't always go as planned, though.
August 29
-
Citi wealth head Andy Sieg went on Fox Business to deny allegations about workplace misbehavior. Industry experts say that's a good sign he's going to stick around, at least for a while.
August 28
-
The Internal Revenue Service has provided guidance on how to deal with the restoration of full expensing of research and development costs under the One Big Beautiful Bill Act.
August 28
-
The Ensemble Practice crunched data from hundreds of advisory practices the consulting firm says are getting tepid growth amid their impressive metrics.
August 28
-
Rare bottles can go for several times the original price, but time, due diligence and proper storage are required to maintain these special alternative investments.
August 28
