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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New rules taking effect next year will require CFPs to earn more credits to maintain certification; FP subscribers have access to a library of more than a dozen CE quizzes.
October 1
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The new platform looks to personalize both client and planner profiles to create better matches and relationships.
October 1
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In addition to proposing broader access to private market investments for those who pass a test and for CFPs and other credential holders, the SEC also proposed expanding advisors' ability to charge performance-based fees.
September 30
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As a significantly underrepresented group in the industry, Black planners and other wealth management professionals of all backgrounds have been tapping into the Quad-A network and professional development opportunities for decades.
September 30
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Advisors may want to rethink one of the industry's retirement rules of thumb. Two researchers suggest swapping the traditional 4% withdrawal rate for a "flexible 3%" rule to lower failure rates for longer time horizons.
September 30
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Emily McGinn is the general manager of the MGA business unit at
Vertafore . McGinn is a seasoned business and technology leader and has driven growth and transformation across finance, operations and digital initiatives. Previously, McGinn held senior roles at Windstream, Lumen Technologies and Zayo Group, where she led large teams, improved efficiency and fostered innovation.September 30
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Natasha Holiday is Managing Director, Co-Head of Infrastructure East, RBC Capital Markets, where she structures debt and sells bonds in the public markets to raise capital on behalf of large city and state governments to fund public infrastructure. She served as MSRB Board Chair for the 2026 fiscal year.
September 30
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Advisors who fail to build relationships with adult children before they inherit risk mass defections later.
September 30
The Wealth Counselor -
CD Valet has as many as 200,000 savers visiting its site every month looking for the best deals on certificates of deposit. It's betting they would make a perfect fit for advisors eager for new clients.
September 29
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Amid political pushback around ESG, Climate Week panelists say firm leaders should focus less on the label and more on the risks that matter to clients.
September 29
