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.
-
Drew Lunt, founder of Scratch Capital in Boise, Idaho, still uses Black Diamond for his portfolio accounting needs, but as his client base expands to more affluent, complicated clients, he has looked outside the industry for solutions.
October 21
-
Take Financial Planning's latest self-study, general knowledge CE quiz to stay up to date on trends, earn an hour of credit and maintain professional certification.
October 21
-
Step away from the rote 30-second spiel. Instead, forge connections with advisory prospects based on trust, not tactics.
October 21
The Erskine Group -
Lisa Schmidt is a senior director, talent acquisition global tech and early careers, at ADP. With over 25 years of experience in recruiting, Lisa Schmidt holds a passion for Campus Recruiting and early career development. Recognized as ADP's Talent Acquisition Leader of the Year in 2021, Lisa leads a national team focused on hiring high-potential talent across functions such as Software Development, Product Management and HR.
October 20
-
More seniors than ever are choosing Medicare Advantage, but the growth isn't universal. In some states, most still prefer original Medicare, according to a recent SmartAsset study.
October 20
-
New AI tools are often added to existing tech without fanfare, meaning that advisors who don't want to use them are forced to scour for ways to turn them off.
October 20
-
The wirehouse leaves its basic paygrid untouched for the fifth year in a row while giving advisors extra incentives to tout banking products and work with existing clients' children and grandchildren.
October 20
-
The One Big Beautiful Bill Act will boost the number of filers who must calculate their AMT. But that doesn't mean they're all going to have to pay it.
October 20
-
Debra Cope is a freelance writer based in Washington, D.C. and former executive editor of American Banker.
October 20 -
