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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In this session we will share the results from Financial Planning's annual survey of financial advisors exploring the technology trends shaping the wealth management industry.
June 29
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New data by Arizent's Research Team, sponsored by ServiceNow, on workforce needs in the industry.
June 29
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The robo-advisor market has exploded in recent years. Is that growth sustainable?
June 29
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Financial wellness programs have become a critical component of workplace benefits that can help attract and retain talented employees.
June 29
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Whether it's crypto, angel investments or other alternatives, more investors are looking for non-traditional investments in their portfolios and retirement accounts.
June 29
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Dedrick Asante Muhammad is chief of membership, policy and equity at the National Community Reinvestment Coalition.
June 29
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As wealth managers brace for new enforcement cases under Reg BI, a case stemming from conduct four years ago may offer some clues about what’s to come.
June 28
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From childhood memories to "finish lines," advisors can learn a lot about how their clients think about money.
June 28
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In a down market "on sale" Roth conversions offer advisors a chance to generate tax alpha for their clients.
June 28
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Adam is an associate financial planning nerd for Kitces.com. He previously worked at a fee-only financial planning firm in the Washington, D.C., area and was a financial journalist earlier in his career. He has a master's degree from Johns Hopkins University and a bachelor's degree from the University of Virginia. In his spare time, Adam can be found playing tennis, volunteering and sharing his love of puns.
June 28
