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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Angel Zhen, CPA, EA, MST, is the principal of Angel Zhen CPA APC, a virtual solo practice serving more than 300 clients nationwide, and the author of "The Profitable Solopreneur Playbook."
July 31
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A new survey found artificial intelligence was a top compliance-related priority for 85% of firms responding, while cybersecurity was only a concern for 37%.
July 31
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LPL saw its net income swell while considering price changes meant to lower payouts on client assets.
July 31
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Ryan Haynes is Head of Municipal Bond Trading on the US Multi-Sector Fixed Income Team at Schroders.
July 31
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Julio Bonilla is a Portfolio Manager on the US Multi-Sector Fixed Income Team at Schroders.
July 31
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In the race to win a coveted role on the next mega U.S. IPO and manage the ensuing riches, Wall Street's wealth advisors are ramping up lending to founders and entrepreneurs based on the soaring values of their private companies.
July 31
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Client testimonials tend to carry a lot of weight in AI results for online searches for advisors. But most firms still aren't using them.
July 31
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Many factors work against women when they're saving for retirement, such as lesser lifetime income and career breaks for caregiving. Here's how advisors can keep their roadblocks in mind when planning.
July 30
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Charitable remainder annuity trusts can be helpful, but advisors should be careful to follow new guidance issued by the IRS and U.S. Treasury Department.
July 30
