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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Financial Planning announces its 2026 class of the top 40 most productive employee wealth management brokers under the age of 40.
February 10
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Over a third of all advisors plan to retire in the next few years, leaving an industry gap tens of thousands short of anticipated demand. How can firms keep up?
February 9
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Sally Breyley Parker is co-founder of TimeZero Enterprises, which helps organizations flourish as living systems by creating conditions for collective wisdom and adaptive capacity to emerge.
February 9
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Medical inflation is projected to climb at double the rate of Social Security cost-of-living adjustments, leaving a growing number of retirees with a shrinking share of their benefits.
February 9
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The industry often struggles to help prospective professionals find their place, a challenge experts say is a crucial competitive priority for the future.
February 9
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Derek Horstmeyer is a professor of finance at George Mason University's Costello College of Business. He is the co-founder and director of the Student Managed Investment Fund, and the founder and director of The Future of Finance Lab.
February 9
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James Woodfall, founder of
Raise Your EI , is a former financial planner who now advises financial services and firms on how they can leverage emotional intelligence (EI) to improve individual and organizational performance. He is the co-author, with Cliff Lansley, of "The Heart of Finance ," which teaches finance professionals to develop the emotional intelligence needed to build effective and profitable client relationships.February 9
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Nearly two-thirds of advisors surveyed this month said that internal training programs or workshops were offered by their firms.
February 6
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Virtually every major firm on Wall Street has joined the push into private markets, with many trying to get in early on the biggest "next big thing" to hit financial services since the exchange-traded fund.
February 6
