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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To engage current and prospective clients, advisors need to hone their voices, curate content and develop consistent posting habits, among other practices.
February 24
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Sol Hersh is the president at Presults, a leading archiving and compliance solution for registered investment advisors.
The Presults solution covers SEC and FINRA requirements for archiving emails, websites and social media platforms — with an innovative approach to flagged keywords.
February 24
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Brittney Cullen is Vice President of People at
Wealth , the company that is demystifying estate planning with modern tools to create, manage and visualize your estate to ensure your family’s financial future.February 24
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Dr. David Crabtree grew up in a small mining and farming community in Virginia. He spent many hours shadowing physicians at his local community hospital and witnessed the impact of drugs on his hometown. Dr. Crabtree received an academic scholarship to attend East Tennessee State University, where he graduated summa cum laude and with University Honors. He went on to attend ETSU’s Quillen College of Medicine, a school nationally recognized for rural medicine and primary care training. He also used this time to work in DC on health policy and education issues for U.S. Senator Mark Warner.
After earning his MD with AOA honors, Dr. Crabtree headed west for his residency training at the University of California – San Diego. After completing an internship in UCSD’s Department of Psychiatry, Dr. Crabtree began training in preventive medicine in UCSD’s Department of Family Medicine & Public Health. After residency, Dr. Crabtree completed fellowship training in addiction medicine at the University of Utah.
Dr. Crabtree is board certified in both preventive medicine and addiction medicine and works full time in addiction medicine. Outside of medicine, Dr. Crabtree spends time with friends and his Shiba Inu dog.
February 24
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Large pockets of the financial planning and wealth management industries have gone back to “business as usual” post-George Floyd.
February 23
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Retirement plans that shift the approach away from the traditional can reap the rewards, according to experts in an EBRI webinar.
February 23
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A new study finds that race did not play a significant role in how much consumers trust advisors. But gender was a different story.
February 23
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The robo is adding repayment help and, eventually, 529 savings plans to its service for employers.
February 23
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Increasing complexity is making it harder than ever for wealth management firms to protect client data.
February 23
