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.
-
Over the next four years, RIAs will come to control a third of the industry's AUM.
February 18
-
With a focus on growth and improving advisor satisfaction, Blucora’s wealth management arm saw Q4 improvements
February 18
-
The bank now expects $350 billion in organic traditional long-term net inflows from 2020 through 2024, up from a $250 billion target given to shareholders two years ago.
February 18
-
Here's what you my have missed this week in wealth management.
February 18
-
There are not enough of us on the platform drowning out all the bad advice. Damage will ensue.
February 18
Momentum Advisors -
Nearing her first year anniversary at the firm, CEO Natalie Wolfsen said the company’s success wouldn’t be possible without the advisors who power it
February 17
-
Focus Financial Partners saw revenue climb more than 32% in 2021, powered by a flurry of deals and higher wealth management fees.
February 17
-
And Sanctuary Wealth will work with its Texas partners on M&A advisory for RIAs.
February 17
-
How much work went into modernizing Junxure CRM, and why the company is still glad it made the acquisition.
February 17
-
David Van Bruwaene is a purpose-driven serial entrepreneur, philosopher, and educator; a leader in consumer and business strategy for ethical technologies. He is the founder and CEO ofFAIRLY , a governance, risk, and compliance solution built to help businesses accelerate responsible AI models to market. Through FAIRLY, Van Bruwaene is working to promote and protect human rights at a time of growing concern of AI model development. With academic roots in Cognitive Science and Philosophy at Cornell University, David has academic relationships at UC Berkeley, the University of Ottawa, the University of Waterloo, and the University of Guelph.February 17
