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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Lindsey Swanson’s career as a CFP was on the traditional path until her desire to help the underserved took her from retirement plans to porn stars.
April 6
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The firm has named 24-year veteran Ryan Hicke to succeed founder Alfred West.
April 5
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Financial advisor Jay Womack won a rare rebuke with a punitive payout after a messy split with his former business partner.
April 5
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Teachers and certain other public, healthcare or nonprofit workers are paying high costs for their retirement plans, according to industry critics.
April 5
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About 38% of Black investors under 40 years old own digital tokens compared with 29% of their white counterparts, according to a new survey.
April 5
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Louisiana's Transportation Secretary and the former Assistant to the President for Infrastructure discuss the state of play in the U.S. P3 sector, the impact of the new infrastructure law, and what's in store for the next decade.
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There are three basic steps that other financial firms have already adopted in larger numbers than wealth managers.
April 4
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You don’t have to be a silver-tongued orator to create trust — you do have to listen.
April 4
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Lyle Sussman is Professor Emeritus, College of Business, University of Louisville. He previously taught at University of Michigan and University of Pittsburgh. He is a frequent speaker in the banking industry and co-author of Your Total Wealth: The Heart and Soul of Financial Literacy.
April 4
